Updated:
EDEN FINANCIAL
Eden Financial, LLC is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempt.
Overview
Eden Financial, LLC is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempt. The firm helps young families create a strong financial foundation and still live their ultimate lives, providing full-service financial planning including budgeting, debt education, tax planning, estate planning, and investment planning. Founder Nycole Freer is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Behavioral Financial Advisor (BFA™) serving clients across California and throughout the US.
General information
Firm type
Asset Manager
Year founded
2023
Location
Region
North America
Country
United States
City
Aliso Viejo
Corporate office
New York, NY, United States
Principals
Nycole Freer
Certified Financial Planner (CFP®) and Behavioral Financial Advisor (BFA™), founder
Nycole Freer
visionary behind Eden Financial
Sector focus
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