Nycole B. Freer
EDEN FINANCIAL
ALISO VIEJO, CA 92656
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CRD#: 6032956
Professional summary
Nycole Berlyn Freer, CFP®, who also goes by Nycole Berlyn Blackstone, is a registered financial advisor currently at EDEN FINANCIAL located in Aliso Viejo, California and ORIGIN INVESTMENT ADVISORY LLC located in Aliso Viejo, California.
Nycole is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Nycole has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Core Areas of Focus
Budget & Debt Management
Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Buying a Home
Charitable & Planned Giving
Annuities
Asset Allocation
Cross-border Planning
Career Change
Bankruptcy
Business Taxes
Disaster Recovery
Corporate Finance
Estate Planning
Investment Management
Limited Partnerships
Employee Benefits
Government & Military
Getting Divorced
Irregular Income
Getting Married
Identity Theft
Mutual Funds
Real Estate
Job Loss
Insurance
Life Planning
Retirement
Stocks & Bonds
Startup
Succession Planning
Starting a Family
Tangible Assets
Long-term Care
Medical & Health Issues
Sudden Wealth
Men's Finances
Nontraditional Households
Special Needs
Personal Taxes
Women's Finances
Biography
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).
Question & Answer
What are your service offerings?
Education Planning
Comprehensive Financial Planni...
Retirement Planning
Divorce Planning
Long-term Care
Investment Planning
Estate Planning
Small Business Planning
Inheritance
Socially Responsible Investing
Tax Planning
Debt Management
Employee and Employer Plan Ben...
Retirement Income Management
Health Care
Business Succession Planning
Social Security Planning
Budgeting
Insurance Planning
Life Transitions
Are you a "fiduciary"?
Yes
Aliases
Nycole Berlyn Blackstone
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Nycole Berlyn Freer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2018
Experience
Current
January 18, 2023 - Present
EDEN FINANCIAL
Office #1: 15 Enterprise Ste 250, Aliso Viejo, CA 92656RIA
CRD#: 323479
ALISO VIEJO, CA
Current
April 29, 2024 - Present
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
Aliso Viejo, CA
Past
April 11, 2016 - January 17, 2023
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
Newport Beach, CA
Past
April 11, 2016 - January 17, 2023
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
Newport Beach, CA
Past
June 3, 2014 - February 24, 2016
WADDELL & REED
RIA
CRD#: 866
COSTA MESA, CA
Past
December 16, 2013 - February 24, 2016
WADDELL & REED
BD
CRD#: 866
COSTA MESA, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/18/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
EF
EDEN FINANCIAL
EDEN FINANCIAL | EDEN FINANCIAL, LLC
CRD#: 323479 / SEC#:
Alabama
Registered Investment Advisory firm - (8/26/2025 Approved)California
Registered Investment Advisory firm - (1/18/2023 Approved)PREMIUM
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Contact information
Main Address
15 Enterprise Ste 250, Aliso Viejo, CA 92656
Mailing Address
Phone number
(949) 800-7835
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 163 |
| AUM (Assets Under Management) | $ 16,176,871 |
Red Flags
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