Owen Freeman-Daniels, CFA, ChFC®, CASL®, CFP® is a planner for Ridgeline Financial North. Owen grew up in Northampton, MA and graduated from Northampton High School in 1997. He graduated Magna cum laude from Amherst College with a degree in Special Studies (ethics).
Owen started in the financial services industry in 2001 with New England Financial a MetLife affiliate. He worked on financial strategies, investments, and insurance for retirees, farmers, young families, and eventually found an affinity with public employees. In 2005, Owen started his own practice called Public Employees' Retirement Insurance Services (PERIS) in order to focus on the financial needs of public employees, especially in Massachusetts. Since then, Owen has done scores of trainings and workshops throughout Western Mass on the subjects of MA pension projections, retirement & benefits planning, and insurance during retirement.
Through the years Owen has expanded his expertise to financial planning and investment analysis. He now specializes in individualized financial plans, investment portfolios and analysis, and both personal and business insurance.
Owen is a CFA® charterholder, Chartered Financial Consultant™ (ChFC®), a Chartered Advisor for Senior Living™ (CASL®) and a CERTIFIED FINANCIAL PLANNER™ (CFP®). He holds the FINRA Series 7 (General Securities Representative), Series 65 (Uniform Investment Adviser Law Exam), Series 63 (Uniform Securities Agent State Law Exam), and Series 24 (General Securities Principal) licenses and is a Registered Representative of Kestra Investment Services, LLC. He is also an Investment Adviser Representative of Kestra Advisory Services, LLC.
Owen lives in Goshen and is the father of twin girls.