Jeff Kikel, ChFC®, CRPC®, ASBC®, CCFS®

Jeff Kikel, ChFC®, CRPC®, ASBC®, CCFS®

Cedar Park, Texas, United States
6K followers 500 connections

Join to follow

  • Contact Jeff for services

    Business Consulting, Financial Consulting, Financial Planning, Retirement Planning, and Real Estate

About

Jeff is the Freedom Guide!

After years of working for others, Jeff had the…

Articles by Jeff

See all articles

Activity

Join now to see all activity

Experience

  • Freedom Day Wealth Management, LLC Graphic

    Freedom Day Wealth Management, LLC

    Cedar Park, Texas, United States

  • -

    Cedar Park, TX

  • -

    Cedar Park, Texas, United States

  • -

    Cedar Park, TX

  • -

    Austin, Texas Area

  • -

    Austin, TX

  • -

    Austin TX

  • -

    Ft Worth, Texas

  • -

    Irving/Southlake, TX

  • -

    Las Colinas, TX

  • -

    Dallas/Fort Worth Area

  • -

    Dallas/Fort Worth Area

  • -

    Irving, TX

  • -

    Arlington, TX

  • -

    Various

Education

  • Texas Tech University Graphic

    Texas Tech University

    -

    Activities and Societies: Phi Sigma Pi National Honor Fraternity

    Studied Finance and Personal Financial Planning through the University Studies Department.

  • -

    Activities and Societies: Pi Kappa Phi Fraternity

  • -

    Chartered Financial Consultant (ChFC) studies

  • -

    Chartered Retirement Planning Consultant studies

  • -

  • -

  • -

  • -

  • -

Licenses & Certifications

Volunteer Experience

  • Leander ISD Educational Excellence Foundation Graphic

    VP - Finance

    Leander ISD Educational Excellence Foundation

    - Present 9 years 6 months

    Education

    The Leander ISD Educational Excellence Foundation (LEEF) is a 501(c)(3) nonprofit dedicated to providing resources that support innovation, enrichment and equity in pursuit of academic excellence within the Leander Independent School District. LEEF supports its mission through three main program initiatives: Foundations for Learning focusing on early literacy, Enriching Great Teaching through innovative teaching grants and professional development, and College Ready, College Bound to build a…

    The Leander ISD Educational Excellence Foundation (LEEF) is a 501(c)(3) nonprofit dedicated to providing resources that support innovation, enrichment and equity in pursuit of academic excellence within the Leander Independent School District. LEEF supports its mission through three main program initiatives: Foundations for Learning focusing on early literacy, Enriching Great Teaching through innovative teaching grants and professional development, and College Ready, College Bound to build a college and career-ready culture among all students.
    Leander ISD currently serves more than 34,000 students and is expected to grow by another 20,000 students in the next 10 years. With state funding for public education continuing to shrink, LEEF's role in providing additional resources for teachers and students in our district is increasingly important. Please join us in this critical mission.

  • President Of The Board Of Directors

    Forest Oaks Homeowners Association

    - 5 years 1 month

    With the Forest Oaks HOA, I have served as a general board member and now President of the Board for the second largest homeowners association in Cedar Park, TX. We serve over 1450 homes with amenities including a Club House, 2 pools, a playground and over 10 acres of undeveloped open space.

  • Member

    Estate Planning Council of Central Texas

    - Present 3 years 9 months

  • Board Of Directors - Vista Ridge High School

    INCubatoredu, Uncharted Learning, NFP

    - Present 6 years

    Education

  • FINRA Graphic

    Arbitrator

    FINRA

    - 5 years 4 months

    As a FINRA Arbitrator, my responsibility is to help arbitrate cases and complaints brought by customers against FINRA members. FINRA arbitration boards are typically made up of industry veterans with varying backgrounds.

  • Texas State Rifle Association Graphic

    Life Member

    Texas State Rifle Association

    - Present 3 years 8 months

    Politics

    Regardless of whether you own a firearm or not, if you believe in supporting the U.S. Constitution and supporting the rights of legal, law-abiding citizens, then the TSRA is for you. Since 1919, TSRA has served Texans by:

    Protecting the lawful possession and use of firearms
    Providing gun safety training
    Supporting the shooting sports, hunter education and wildlife conservation efforts.

  • City of Cedar Park Graphic

    Tourism Advisory Board Member - Seat 7

    City of Cedar Park

    - 2 years 10 months

    Politics

    The Tourism Advisory Board provides an overview and recommendation of Tourism Projects to the City Council.

  • Irving Symphony Orchestra Graphic

    Board of Directors

    Irving Symphony Orchestra

    - 3 years 8 months

    Arts and Culture

    Board membership and served at VP of Development

Publications

  • Overcoming The Retirement Trap

    CPTX Media LLC

    Overcoming the Retirement Trap lays out an 8 step Financial Freedom Blueprint that I created to help those that don't want the traditional retirement path. The Freedom Day Method takes you from "Cubicle Warrior" or "Trapped Business Owner" to your Freedom Day, the first day that you have a Work-Optional Lifestyle.

    See publication

  • Identity Theft: The Road To Recovery

    CPTX Media

    Identity Theft affects 1 in 10 people in the world. This number is rapidly rising. One of the most rapidly rising areas is children's ID Theft.

    In this book, the authors help you understand the difference between Identity Theft and fraud. They also share how to know if you ID has been stolen and how to begin the process of fixing it.

    The authors also help explain how to choose an identity theft insurance company to protect yourself and family.

    Other authors
    See publication

  • A Bulletproof Estate Plan (Private Briefing Series, Book 1)

    CPTX Media

    A Bullet Proof Estate plan helps to demystify the Estate Planning Process for Police and other Law Enforcement personnel. This book explains why everyone needs an Estate Plan regardless of their income and wealth.

    Included in A Bulletproof Estate Plan are explanations of: Wills, Trusts, Durable Powers of Attorney, Medical Powers of Attorney, Living Wills, Beneficiaries.

    A Bulletproof Estate Plan also includes an explanation of the entire Estate Planning process including: Finding…

    A Bullet Proof Estate plan helps to demystify the Estate Planning Process for Police and other Law Enforcement personnel. This book explains why everyone needs an Estate Plan regardless of their income and wealth.

    Included in A Bulletproof Estate Plan are explanations of: Wills, Trusts, Durable Powers of Attorney, Medical Powers of Attorney, Living Wills, Beneficiaries.

    A Bulletproof Estate Plan also includes an explanation of the entire Estate Planning process including: Finding an Attorney, Preparing for your Appointment and Communicating the Estate Plan with Your Family.

    While this book was designed for Police and Law Enforcement personnel it can also be useful for anyone wanted to better understand the components of a successful Estate Plan.

    See publication

  • LEAVING BLUE: 50 Lessons on Retirement from Law Enforcement

    GTN Media

    Law Enforcement work is challenging and exhausting. Generally law enforcement personnel ten to retire earlier than their civilian counterparts, so the need for planning earlier in their career is extremely important.

    LEAVING BLUE was written as a basic retirement planning book specifically designed for the unique nature of Law Enforcement retirement plans.

    Written by Jeff Kikel, a veteran Financial Adviser and Joe Serio, PhD a keynote speaker and trainer for several law…

    Law Enforcement work is challenging and exhausting. Generally law enforcement personnel ten to retire earlier than their civilian counterparts, so the need for planning earlier in their career is extremely important.

    LEAVING BLUE was written as a basic retirement planning book specifically designed for the unique nature of Law Enforcement retirement plans.

    Written by Jeff Kikel, a veteran Financial Adviser and Joe Serio, PhD a keynote speaker and trainer for several law enforcement agencies.

    Other authors

Courses

  • Plan Qualification and Compliance Basics

    ASPPA DC-1

Honors & Awards

  • Competent Communicator Award

    Toastmasters International

  • Competent Leader

    Toastmasters International

  • Businessman of the Year Award 2017

    West Austin Chamber of Commerce

    The top individual award for the West Austin Chamber of Commerce. Awarded to business people who have distinguished themselves in the business community and voted on annually by the membership of the Chamber.

  • New Business of the Year 2016

    Cedar Park Chamber of Commerce

    Recognized as the First "New Business of the Year" award winner.

  • Chairman's Award (2015)

    Cedar Park Chamber of Commerce

    Recognized as the Chairman's Award winner for 2015

  • Ambassador of the Year (2014)

    Cedar Park Chamber of Commerce

    Recognized as Ambassador of the Year for the Cedar Park Chamber

  • Edward Jones PDP Triple Crown

    Edward Jones and Co.

  • Edward Jones Eval/Grad Triple Crown

    Edward Jones & Co.

  • Presidents Circle

    Fidelity Investments

Languages

  • English

    -

  • French

    -

Organizations

  • National Association of Certified Valuators and Analysts

    Member

    - Present

  • National Association of Plan Advisors

    Member

    - Present

  • Public Safety Writers Association

    Member

    - Present

  • American Society of Pension Professionals and Actuaries

    Member

    - Present

  • Leander Education Excellent Foundation (LEEF)

    Board Member

    - Present

  • The Heart of Cancer

    Board Member

    - Present

  • Cedar Park Chamber of Commerce

    Ambassador

    - Present

  • Leadership Cedar Park

    Member

    -

Recommendations received

6 people have recommended Jeff

Join now to view

More activity by Jeff

View Jeff’s full profile

  • See who you know in common
  • Get introduced
  • Contact Jeff directly
Join to view full profile

Other similar profiles

Explore collaborative articles

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Explore More

Add new skills with these courses

See all courses