FREER FINANCIAL SERVICES - Key Persons
Job Titles:
- Partner
- CFP®, Enrolled Agent
Born and raised in the Bay Area, Daniel started in finance in 2010, following the footsteps of his great-grandfather, grandfather, and mother. He met his wife and local Sonoran Heather while attending Simpson University in Redding. After living all over the western United States, Daniel and Heather moved back to Sonora with their daughter Hallie in April 2018 to join Freer Financial. Daniel has held the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter (CLU®) designations in the past and currently holds his CERTIFIED FINANCIAL PLANNER™ (CFP®) and Enrolled Agent (EA) certifications. The EA credential is the highest credential awarded by the IRS and recognized as a tax expert across all 50 states.
When not exploring the Sierras with wife, daughter, and son, Daniel enjoys snowboarding (with plans to learn how to ski), playing piano, practicing French, and biking.
Sarah began at Freer Financial Services in 2011. She received her bachelor's degree in finance from San Diego State University in 2009. While in school, she was a member of the Finance Investment Society and Financial Planning Association. She received her California life and health insurance licenses in May 2011. She received her FINRA Series 7 and 66 securities registrations (held through Commonwealth Financial Network®) in 2012 and her Chartered Retirement Plans Specialist SM (CRPS®) designation in 2014.
Sarah was born and raised in the area. While growing up, she played soccer, volleyball, and basketball. She enjoys spending time with her family, reading, snowboarding, wakeboarding, hiking, and biking.