James Freisen, CPA, CFP(R)


Phone: 732-842-2300

Mr. Freisen joined our predecessor organization in 2000, and established the Triton Financial Planning Group in 2015 as President.  He brings over 35 years of experience in the investment and financial services industries.

Mr. Freisen earned a B.S. Degree in Accounting and Economics from State University of New York at Albany in 1980.  He was designated a Certified Public Accountant in 1992.  He is a Registered Representative with SagePoint Financial Advisors Inc., and completed his Investment Advisor Representative requirement in 2000.  He earned his Certified Financial Planner designation in 2003. He is also a licensed Insurance Agent in the State of New Jersey.

Mr. Freisen has served as Treasurer/Secretary and a Board member of the Financial Planning Association of New Jersey.