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Jeffrey K

ChFC®, Series 63, Series 65, Series 66

Cedar Park, TX

Freedom Day Wealth Management LLC

Jeffrey Kikel is the principal advisor at Freedom Day Wealth Management LLC in Cedar Park, TX, holding the ChFC® designation along with Series 63, 65, and 66 licenses. He has 30 years of industry experience with prior roles at Fidelity, Charles Schwab, Edward Jones, and other firms. Outside of financial advising, he is involved in several entrepreneurial ventures including owning a solar energy company, a media publishing and marketing consulting business, and founding a coworking facility. Freedom Day Wealth Management provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals and corporate plan sponsors. The firm combines fundamental and technical analysis in a long-term investment approach tailored to each client’s needs and offers fiduciary retirement-plan consulting services.

College savings (529s, UTMA, etc.) Charitable giving & philanthropy Cash flow / budgeting Business Financial Management Retirement plans for business owners (SEP, solo 401k)
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