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.

books

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
  • TX
  • UT
  • VA
  • WA
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660
  • (949) 467-6017

Email Me

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

Insights