Owen Freeman-Daniels

Owen Freeman-Daniels, CFA, ChFC®, CASL®, CFP® is a producer for Foley/Connelly Financial Partners, the Benefits Group, and Foley Insurance Group. 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 company which focused on insurance products for business owners and individuals. 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 and simultaneously joined Foley/Connelly Financial Partners.

Owen specializes in individualized financial plans, retirement investment portfolios, and both personal and business insurance. His specific areas of expertise also include the multitude of pension systems for public employees in Massachusetts. Owen has done scores of trainings and workshops all over Western Mass on the subject of pension projections for public employees, retirement & benefit planning, and insurance during retirement.

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. He has the ability to customize strategies for each client's particular situation.

Owen lives in Goshen. In his spare time he returns phone calls.



 
 
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