Nycole Freer, CFP®, BFA™

Helping Young Families & Business Owners Achieve Financial Freedom

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Eden Financial Nycole Freer, CFP®, BFA™
Aliso Viejo, CA

Serving Clients Nationwide

Helping Young Families & Business Owners Achieve Financial Freedom

11 Certified Advisor Reviews™
5 out of 5 Stars
Jump to Reviews

Areas of Focus

  • Education Funding
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Nycole Freer, CFP®, BFA™

Hi, I'm Nycole Freer, a Certified Financial Planner™. Together, we will get your finances organized, plan for college, and pick your investments. Everyone has blind spots in their personal finances. I assess financial behavior to better understand what your specific needs are. "Personal finance is less finance, and more personal."

MY HISTORY AND EXPERIENCE

I graduated Cal state Fullerton with my degree in Personal Finance in 2012 and have been in financial services since then, going on 11 years now. I got licensed at Waddell & Reed, and that is where I started my career.

In 2018 I earned my CERTIFIED FINANCIAL PLANNER™ designation, the CFP®, and in 2022 I earned my Behavioral Financial Advisor (BFA™) designation. I have worked with top financial advisors in the industry for the past 10 years and now ready to fly on my own. Well not 100% on my own.

I am heavily involved with the financial advisor community and staying up to date on relevant topics and are able to bounce ideas off each other. I am a part of the XY Planning Network (XYPN), the Financial Planning Association (FPA), and the National Association of Personal Financial Advisors (NAPFA).

As a mom, wife, health and wellness advocate, and forever student of life, I continue to challenge myself to rise to my potential and encourage others to never settle for less than what their goals are.

Professional Designations

  • Behavioral Financial Advisor (BFA)
  • CERTIFIED FINANCIAL PLANNER ®

Affiliations

  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • The AGC
  • XY Planning Network

Primary Location

26895 Aliso Creek RD # B-237, Aliso Viejo, CA

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About Eden Financial

Together, we will get your finances organized, plan for college, and pick your investments. Everyone has blind spots in their personal finances. I assess financial behavior to better understand what your specific needs are. "Personal finance is less finance, and more personal."

Passionate about helping others, Nycole Freer has earned a reputation as an entrepreneur who leads with warmth, compassion, and a relentless dedication to helping others succeed.

“When I was almost 20, I went into a well-known bank branch and spoke to an advisor. I shared that I had $500 to invest. He told me to come back when I had more money. I never went back – instead, I became the advisor I was looking for,” says Nycole.

Serving young entrepreneurs, families, women, and children for over a decade as a trusted advisor, Nycole is the visionary behind Eden Financial.

Founding her company in 2023, Nycole doubled down on her commitment to educating others on how to build a thriving financial life. With the belief that personal finance is “more personal than finance,” Nycole has helped others bring their financial goals to life by first understanding them as people. Investing quality time into building a relationship with each person she serves is of the utmost importance to Nycole.

“I want to be able to help people like my younger self, who had the right financial intentions but who needed guidance on everything from A-Z when it comes to financial planning and investing.”

Sought out for her valued counsel and tailor-made approach, Nycole works with her clientele as their financial “partner,” seeking to educate them every step of the way so they can become more confident along their wealth-building journey. With a diverse and comprehensive background, Nycole has built Eden Financial as a one-stop shop powerhouse for those who value quality in both service and results.

Nycole and her firm offer financial planning support in the following areas: college planning, investment planning, retirement planning, life planning, tax planning, debt planning, insurance planning, income planning, social security planning, savings planning, charitable planning, succession planning, estate planning, and legacy planning. She also helps her clientele understand the psychology of financial planning, cash flow management, financing strategies & debt management techniques, as well as how to understand financial statements.

As an inspired leader who knows that true success comes from helping others, Nycole is highly involved in a variety of personal and professional organizations. She believes in following your dreams and never settling for less than your potential.

Education

California State University, Fullerton | Bachelor of Business Administration (B.B.A.), Finance, General

Hobbies and Interests

  • Church
  • Family
  • Writing

Who We Serve

  • Business Owners
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


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5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 26, 2025
Working with Nycole has given me piece of mind that my finances will be maximized to their fullest potential up through retirement and beyond.....Nycole has shed light on many financial opportunities that I didn't know were available to me or even existed...It's fair to say that I sleep well at night knowing my financial future is looked after with care and expertise...Thank You Nicole !!!!!
Relationship to Financial Advisor: Client as of Jan 26, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: All testimonials have been provided by current clients. No client was compensated for providing these testimonials. Eden Financial LLC gained each client's permission to publish their testimonial. Outcomes are personal and specific to each client, and one client’s results do not guarantee identical outcomes in the future for another client.
Avatar for Ruben Lopez
Ruben Lopez

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 12, 2025
Nicole has been a great resource for me and my family in the last year. She is knowledgeable, friendly and fastidious.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: All testimonials have been provided by current clients. No client was compensated for providing these testimonials. Eden Financial LLC gained each client's permission to publish their testimonial. Outcomes are personal and specific to each client, and one client’s results do not guarantee identical outcomes in the future for another client.
Avatar for David Goffredo
David Goffredo

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 10, 2025
I cannot recommend Nycole Freer enough. From the very beginning, it was clear that she genuinely listened to my concerns and goals. She took the time to fully understand my financial situation and created a personalized plan that felt not only achievable but also aligned with my long-term aspirations. Nycole's supportive and approachable nature made working with her an absolute pleasure. She has a talent for breaking down complex financial concepts into simple, easy-to-understand terms. I never felt pressured into making decisions—instead, she provided realistic advice tailored to my comfort level and economic capacity, which helped build my confidence every step of the way. Most importantly, Nycole is both incredibly knowledgeable and trustworthy. I always felt that my best interests were her top priority, and every recommendation she made reflected that commitment. If you're looking for a financial advisor who truly cares and delivers exceptional service, Nycole is the one to call!
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: All testimonials have been provided by current clients. No client was compensated for providing these testimonials. Eden Financial LLC gained each client's permission to publish their testimonial. Outcomes are personal and specific to each client, and one client’s results do not guarantee identical outcomes in the future for another client
Avatar for Jennifer Tollast
Jennifer Tollast

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 9, 2025
Nycole is very professional, caring, and attentive to client needs. Her emails and blogs are very informative and helpful. I highly recommend her financial services and advice.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: All testimonials have been provided by current clients. No client was compensated for providing these testimonials. Eden Financial LLC gained each client's permission to publish their testimonial. Outcomes are personal and specific to each client, and one client’s results do not guarantee identical outcomes in the future for another client.
Avatar for Paul Hoffman
Paul Hoffman

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 9, 2025
Nycole Freer, is the most caring advisor I have ever met. She is a great listener and always looks at the long and short term plan.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: All testimonials have been provided by current clients. No client was compensated for providing these testimonials. Eden Financial LLC gained each client's permission to publish their testimonial. Outcomes are personal and specific to each client, and one client’s results do not guarantee identical outcomes in the future for another client.
Avatar for Shellee Howard
Shellee Howard

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 7, 2025
Nycole is wonderful to speak with and her knowledge and follow through is unmatched.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: All testimonials have been provided by current clients. No client was compensated for providing these testimonials. Eden Financial LLC gained each client's permission to publish their testimonial. Outcomes are personal and specific to each client, and one client’s results do not guarantee identical outcomes in the future for another client.
Avatar for Nicole
Nicole

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 7, 2025
It's always a pleasure working with Nycole whether I need advice or just run by options for investments with her. She is a very smart advisor and I highly recommend you booking a meeting with Nycole so she can help you in 20225.
Relationship to Financial Advisor: Client as of Jan 7, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: All testimonials have been provided by current clients. No client was compensated for providing these testimonials. Eden Financial LLC gained each client's permission to publish their testimonial. Outcomes are personal and specific to each client, and one client’s results do not guarantee identical outcomes in the future for another client.
Avatar for Lisa Kyriss
Lisa Kyriss

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 2, 2025
Nycole is a brilliant advisor who serves her clients well. She goes above and beyond to provide valuable information in a timely manner. Families are lucky to have Nycole on their side!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: All testimonials have been provided by current clients. No client was compensated for providing these testimonials. Eden Financial LLC gained each client's permission to publish their testimonial. Outcomes are personal and specific to each client, and one client’s results do not guarantee identical outcomes in the future for another client.
Avatar for Chad Holmes
Chad Holmes

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 2, 2025
Nycole is knowledgeable, kind, wise, and discerning. I've taken her financial advice to heart and would highly recommend you reach out for a consultation!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: All testimonials have been provided by current clients. No client was compensated for providing these testimonials. Eden Financial LLC gained each client's permission to publish their testimonial. Outcomes are personal and specific to each client, and one client’s results do not guarantee identical outcomes in the future for another client.
Avatar for Carsten Tice
Carsten Tice

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 2, 2025
It’s been a pleasure working with Nycole for all my financial needs! She’s helped me maximize my investments so I can focus on the work I need to get done.
Relationship to Financial Advisor: Client as of Jan 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: All testimonials have been provided by current clients. No client was compensated for providing these testimonials. Eden Financial LLC gained each client's permission to publish their testimonial. Outcomes are personal and specific to each client, and one client’s results do not guarantee identical outcomes in the future for another client.
Avatar for Anna Van
Anna Van

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 24, 2024
I was so lucky to have a one-on-one meeting with Nycole, the Founder of Eden Financial. I've also had an opportunity to hear her speak twice at events. Her vision to help families, and people of every walk of life, is inspiring and very needed. She has made services once reserved for only the highest net worth individuals available to everyone. She is a talented advisor for anyone - no matter what stage of wealth accumulation or planning you might be in.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: All testimonials have been provided by current clients. No client was compensated for providing these testimonials. Eden Financial LLC gained each client's permission to publish their testimonial. Outcomes are personal and specific to each client, and one client’s results do not guarantee identical outcomes in the future for another client.
Avatar for Chris McGregor
Chris McGregor