Wayne Freeman, CFP®, CIMC®, CIMA®

Client Services and Investment Advisor

Wayne Freeman is responsible for formalizing and implementing your personal investment policy statement that is designed to meet your lifestyle goals and objectives. Wayne develops customized planning solutions and provides advice to best meet the needs of the clients we serve.

Why I joined Dixon Financial Services:

Successful investment management comes from gaining perspective.

Although I entered the field of investment management in 1992 through a more traditional broker dealer, it did not take long to for me to realize that selling products to clients was not a sustainable way to build long term advisory relationships. Being an advocate for others has always been a passion for me, so the opportunity to join a client focused firm like Dixon Financial Services in 1995 was a logical and unique progression.

Outside of work, my passions include:

Teaching and Child Advocacy have been passions of mine for many years. After originally working my way through college as a ski instructor to help others learn a sport that I enjoy, I turned my focus to helping raise my son Grant and daughter Megan. I now spend time volunteering as a youth leader at my local church and as a child sponsorship advocate, with my wife Patti, for Compassion International. I deeply believe in the vision of Compassion that the world can be changed by breaking the cycle of poverty and encouraging youth to become the ethical leaders of tomorrow's society. I also enjoy cycling, and playing an occasional round of golf.

Wayne's Educational and Career background:

Wayne completed the College of Financial Planning's Certified Financial Planning Professional Education Program in 1997 and received his Certified Financial Planner© Designation in 1998 from the CFP© Board of Standards.

Dixon Financial Services, Inc.
875 Las Trampas Road
Lafayette, CA 94549-4825
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(925) 283-3104

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