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Brett Freese (CFP®, MBA)

Brett Freese focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

 

Brett has served in a variety of corporate finance leadership positions throughout his 20 years in the financial services industry. Before joining TrustWell, Brett was vice president of finance for a major Fortune 100 securities firm and a small business owner.  

In pursuit of his dream to become a financial planner, Brett went back to school in 1997 to earn his MBA in Finance at Rutgers Graduate School of Management while working full-time.  

Brett joined TrustWell and earned the CFP® designation to offer unbiased financial advice and money management grounded on biblical principles.  

Brett is a member of Kingdom Advisors and a support team member (i.e., elder) at his church. He and his wife Susan have two sons and are active in their church and in local ministries.

Additional Information

Education: 
  • MBA in Finance at Rutgers Graduate School of Management.
  • BS in Finance and Marketing at Florida Southern College
Interests and Passions:
  • God and service to others.
  • My wife and my two sons.
  • Truth and Wisdom
  • History
  • Golf

NAPFA Start Date

June 21, 2010

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

8825 Perimeter Park Blvd Ste 304 Jacksonville, FL 32216-1112 Phone: (904) 996-7800 Fax: (904) 996-7803
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