Eden Financial
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Service type
Responds within a day
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About
At Eden Financial, we provide personalized, fiduciary financial planning designed to help you make confident financial decisions at every stage of life. As a CERTIFIED FINANCIAL PLANNER™ professional, I take a comprehensive approach by coordinating your investments, retirement planning, tax strategies, insurance, estate planning, and cash flow into one customized plan. Rather than offering one-size-fits-all advice, I take the time to understand your goals and create practical strategies tailored to your unique situation. My mission is to simplify complex financial decisions and help you build, protect, and enjoy your wealth with confidence.
Overview
Serves Aliso Viejo, CA
Background checked
1 employee
3 years in business
Business hours
SunClosedMon12:00 pm - 3:00 pm
Payment methods
This pro accepts payments via Credit card.
Social media
Services offered
Service type
Work location
My customers travel to me
I travel to my customers
I work remotely (phone or internet)
Projects and media
Projects and media
Reviews
Exceptional 5.0
18 reviews
5
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Read reviews that mention:
Lindsay W.
Feb 6, 2026
From Google
Working with Nycole has been an absolute gamechanger for me as a young adult. Shes the rare financial advisor who brings brilliance and warmth in equal measure. Every conversation feels like youre talking to someone who genuinely gets you your goals, your concerns, and your vision for the future.Nycole has a gift for breaking down complex financial concepts in a way that feels empowering rather than overwhelming. Shes sharp, strategic, and always ahead of the curve, yet her personable, trendy style makes the entire experience feel fresh and enjoyable. I walk away from every meeting feeling confident, informed, and excited about my financial path.If youre looking for someone who is not only exceptionally knowledgeable but also truly invested in your success, Nycole is the one. I couldnt recommend her more highly.
Eden Financial's reply
Hi there, thank you so much for sharing this thoughtful review. It means a lot to hear how impactful your work with Nycole has been. She truly cares about meeting clients where they are and making financial guidance feel clear, approachable, and motivating, so your words really resonate with our mission at Eden Financial. We're grateful for your trust and thrilled to hear you’re feeling confident and excited about your financial path. We're always here to support you as your goals evolve.
Halli S.
Feb 4, 2026
From Google
Nycole has been so perfect for what we're looking for! Her approach is adaptable and she can be as hands on or hands off as you need (and vary her approach at different times). My husband and I truly appreciate how easy she is to talk to, and how she makes what she's explaining so approachable and can apply her strategies to your actual life and finances. Overall we feel so much more confident having Nycole in our corner. We definitely recommend her services!
Eden Financial's reply
Halli, thank you so much for this thoughtful review. I’m truly grateful for the trust you and your husband have placed in me. I’m glad to hear that the flexibility in our approach and the way we talk through strategies has helped make the process feel approachable and personal. It means a lot to know you feel more confident with me in your corner. I’m here for you both whenever you need support.
Debbie G.
Jan 25, 2026
From Google
Nycole is very easy to work with. I'm very happy with my investments and the performance. Fees are reasonable which is very important.
Eden Financial's reply
Debbie, thank you so much for the kind words. I'm truly glad to hear you're happy with your investments and overall experience. Making the process clear, comfortable, and cost‑effective is always my goal, and it means a lot to know that’s coming through. I’m here anytime you need support or have questions.
Anthony R.
Jan 20, 2026
From Google
A few short years ago, a very successful CFO, friend of mine recommended Nycole, founder of Eden financial.Above all else, I consider having contacted Nycole and then working with her to be the best investment I have ever made.I know I have been a challenging client as I at times have very specific needs. Nycole and her team at Eden Financial have always met each of these challenges head on and without difficulty or compromise.Whenever given the opportunity, I recommend Eden Financial to friends and family.
Eden Financial's reply
Anthony, thank you so much for sharing this. It truly means a lot to hear that your experience with Eden Financial has been such a meaningful investment for you. Supporting your unique needs has always been a pleasure, and I’m grateful for the trust you’ve placed in me and the team over the years. Your referrals to friends and family are one of the greatest compliments we can receive. We’re honored to continue being part of your financial journey.
Frank F.
Jan 20, 2026
From Google
Eden Financial has provided our family great advise on how to secure a financially sound future. Nycole is a professional that carefully listens and explains how everything works. Thank you for your incite and hard work!
Eden Financial's reply
Frank, thank you so much for your thoughtful review. I’m truly grateful for the trust your family has placed in me. It means a lot to know that the guidance and explanations have been helpful as you plan for your financial future. I’m always here to support you and your family every step of the way.
Credentials
Background Check
Nycole Freer