Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.


Alan Freeman

Senior Vice President–Wealth Management

I grew up in Southern California, graduated from University of Redlands. The highlight of my Redlands education was spending a semester studying European history, art and culture while living in Salzburg, Austria. I spent a few years traveling and working for the Orange County Probation Department.  I received my  degree Pepperdine University School of Law in 1977. I practiced law for five years with Dawson, Dawson and Freeman and while we had good clients such as Shea Homes and Nordstrom's, I found that  it was not a fulfilling career for me.

I became a financial advisor in late 1983 when I started with E F Hutton.  My clients include professionals, business owners and wealthy individuals and families located across the United States.  My practice is focused on being a comprehensive source of financial and investment advice to my clients.  I look back now over those 36 or so years and see how I helped my clients live their lives to the fullest, educate their children and retire successfully.  That I guided many of these people through good times and bad and helped them reach their goals and live their dreams is a source of great satisfaction to me.  I now enjoy helping the children some of the children of my original clients.

I have been very fortunate to be able to spend part of my summers in Ketchum, Idaho where I enjoy fly-fishing (my favorite pastime), hiking, the Sun Valley Symphony and visiting with friends.

For fifteen years I have been on the Board or Directors  of Orange County Coastkeeper, a not for profit corporation which focuses on protecting the water quality of our local ocean, bay, streams and groundwater.  Conservation of our natural resources is very important to me.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IA
  • ID
  • IL
  • KS
  • MA
  • MD
  • MI
  • MO
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA


  • Portfolio Manager
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660
  • (949) 467-6017

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

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Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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