Brett  Freese

Brett Freese

| CFP®

TrustWell Financial Advisors

(904) 996-7800

Contact Me

trustwellfa.com/

Fee Only Financial Planner Located in Jacksonville, FL and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Our Other NAPFA Members

Visit Us

8825 Perimeter Park Blvd
Suite 304
Jacksonville, FL 32216

Brett Freese is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

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

In pursuit of his dream to become a financial advisor, Brett went back to graduate school in 1997 to earn his MBA in Finance from Rutgers University while working full-time.  Brett went on to earn the Certified Financial Planner™ designation and joined TrustWell in 2009 to offer unbiased financial advice and sound money management.

Brett is a NAPFA-certified advisor and a qualified member of Kingdom Advisors.  He also serves on the advisory team to the lead pastor at his church. He and his wife Susan have two sons and are active in their church, the community, and in local ministries.