James M. Freisen, CFP<sup>&reg;</sup> - Financial Advisor

James M. Freisen, CFP®

CPA

President

Triton Financial Planning Group Inc.

188 East Bergen Place, Suite 204
Red Bank, NJ 07701-2002
FINANCIAL ADVISOR'S WEBSITE
(732) 842-2300

General

James Freisen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Triton Financial Planning Group Inc. in Red Bank, NJ and the surrounding communities.

Financial Advisor Overview

My firm, Triton Financial Planning Group Inc. is the successor firm to Robert J. Oberst, Sr. & Associates, who was the oldest independent financial planning firm in New Jersey, founded in 1969. For more than 40 years, we have been providing a full range of personalized comprehensive financial planning and investment management services with the expertise and professionalism that has led to national recognition. The firm is committed to complete financial planning, basing all of our recommendations and proposals on an integrated structure of financial analysis.

More

Financial Advisor Experience

I have worked over 35 years in the financial services industry. For more than 16 years, I have extensively provided comprehensive financial planning and investment management to individuals and small businesses. I previously served as Treasurer and Board of Director of the Financial Planning Association of New Jersey.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Sagepoint Financial, Inc.

Broker-Dealer Disclaimer


FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Business Taxes, Disaster Recovery, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources