James Freisen, CFP@, CPA

Head Financial Planner and Vice President

Phone: (732) 842-2300
Fax: (732) 842-1755
E-mail: jim@rjo-planning.com

Mr. Freisen joined the firm in 2000 as Head Financial Planner. He brings over 30 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 and earned his Certified Financial Planner designation in 2003. He is also a licensed Insurance Agent in the State of New Jersey.  Mr. Freisen is currently the Treasurer/Secretary and Board member of the Financial Planning Association of New Jersey.