Jeff Kikel ChFC, CRPC, CCFS
C-1837-1689874355

Jeff Kikel ChFC, CRPC, CCFS

Certified College Funding Specialist®

RIA/Investment Advisor

(512) 785-9238

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ABOUT Jeff Kikel ChFC, CRPC, CCFS

Jeff   Kikel is the Founder and President of  Freedom Day Wealth Management LLC.  and the Creator of the Freedom Day Method  (tm).   Jeff is a published author of 7 books, with an 8th, College Freedom, on the way.  Jeff is also the host of the Freedom Nation Podcast (www.freedomnationpodcast.com), the host of the Freedom   Day with Jeff Kikel YouTube Channel (https://bit.ly/45UDdMb) , and the Co-Host of the Cents of Things Podcast (www.thecentsofthings.com)

Designations

ChFC - Chartered Financial Consultant
CRPC® - Chartered Retirement Planning Counselor

Qualifications

Jeff has over 30 years of experience in Financial  Planning, Investment Management,  Tax Planning,  Business Exit Consulting, College Strategies, and  Insurance /Risk Planning. Jeff is a Registered Investment Advisor and Life Insurance Agent. Jeff is the Founder and President of his own Wealth Management Practice (www.freedomdaywealth.com). He holds a Finra Series 65 and a Texas Life/Health License. Jeff also holds a Chartered  Financial Consultant  (ChFC) , Chartered Retirement  Planning Consultant   (CRPC), an Accredited Small Business Consultant  (ASBC),   Certifed Exit Planning Advisor (CEPA), and a Certified College Funding Specialist  (CCFS)  designation. 


Licensed - Yes

License No - 2661350

License Type - Securites

Freedom Day Wealth Management LLC

1320 Arrow Point Drive, Ste 501
Cedar Park, TX 78613
P: (737) 808-2704
F: 
www.freedomdaywealth.com

Services Offered

College Financial Planning
Financial Planning
Tax Planning
Retirement Planning
Investment Management
Estate Planning

Meetings Offered

My Office
Webmeetings


Availability

Mornings
Afternoons
Evenings

 

Disclosures
Investment advisory services provided by Freedom Day Wealth Management LLC, a Registered Investment Advisor. FDWM is registered to sell Life Insurance in TX, OK, CO, AZ, and ID