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Audree Begay

Audree Begay

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Financial Freedom Wealth Advisors
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies

Interests

  • I am originally from Coquille, OR but I grew up in Yuba City, CA and I moved to Houston, TX in 2002.
  • Physical fitness and healthy living are very important to me.
  • I regularly participate in marathons and triathlons.
  • I have volunteered with the Leukemia & Lymphoma Society Team In Training since 2008. I am currently an Assistant Coach for the Nations Triathalon event.
  • I have been a Committeeman with the Houston Livestock Show & Rodeo since 2007, currently serving on the Horspitality Committee.
  • I was an Officer in the United States Army, serving five years with honors.

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2021
  • Barron’s Top 100 Women Financial Advisors, 2012-2020
  • Barron’s Top 1,200 Financial Advisors, 2015-2021
  • Ameriprise Client Experience Award, 2020
  • Forbes Top Women Wealth Advisors, 2017-2019, 2021
  • Financial Times 400 Top Financial Advisers, 2017-2019
  • Ameriprise Circle of Success, 2001-2017
  • Five Star Wealth Manager, 2013-2018
  • Barron’s Top 1,000 Financial Advisors, 2009

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • BS, Tarleton State University (formerly University of Central, TX), 1996
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Community participation

I actively participate in the fundraising efforts of the Leukemia & Lymphoma Society, locally and nationally, and serve on the Committee for the annual Houston Livestock Show & Rodeo, one of the largest youth scholarship programs in the world.