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Jim Freisen profile image

Jim Freisen

President at Triton Financial Planning Group Inc.
Intro Book
Experienced financial planner and wealth manager with leadership and partnership experience.
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Location
Red Bank, New Jersey, United States, US
Skills
  • Investment Advisory
  • Financial Planning
  • Retirement Planning
  • Asset Management
  • Wealth Management
  • Show all
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Bio

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Jim Freisen is a seasoned financial professional with extensive experience in investment advisory, financial planning, and wealth management. He has held leadership positions at Triton Financial Planning Group Inc. and has worked as a partner at Robert J. Oberst, Sr. & Associates. Jim earned his Bachelor of Science degree in Economics/Accounting from the State University of New York at Albany.

Experience

  • Triton Financial Planning Group Inc.
    • 188 East Bergen Place, Suite 204, Red Bank, New...
    • President
      • Nov 2015 - Present
      • 188 East Bergen Place, Suite 204, Red Bank, New...

      Personal Financial PlannerSecurities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please see 'Contact Info' section above.Third party posts found on this profile do not reflect the views of LPL F...

  • Robert J. Oberst, Sr. & Associates
    • 218 Broad Street, Red Bank, NJ 07701
    • Partner
      • Nov 2000 - Oct 2015
      • 218 Broad Street, Red Bank, NJ 07701

      Personal Financial Planner

  • Calvin Bullock, Ltd.
    • Accountant
      • 1980 - 1983

Education

  • 1975 - 1980
    State University of New York at Albany

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking.”

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