Frank Remund

location sign

Boise, Idaho

Quotation marks

"I love helping build custom financial plans for clients to achieve their goals in the short and long term. I help them plan for traveling the world and for those emergency expenses in a tax-efficient way."

Philosophy

Frank firmly believes that adopting a tax-efficient investment strategy, coupled with cost-effective measures and fiduciary practices, is the best approach to wealth management for his clientele.

Expertise

 Frank specializes in implementing key financial strategies such as ESPP, RSU, stock options, Mega Roth 401K, Social Security maximization, and tax minimization. With his expertise, he effectively manages portfolios, optimizes investments, minimizes taxes, and helps secure strong financial futures for his clients.

Client Range

He collaborates with a diverse range of clients, encompassing Intel engineers, Nike employees, families looking for college planning, medical professionals, as well as individuals with financial trusts investing anywhere from $100K to $10 million.

How did you become a financial advisor?

My interest in investing was sparked in my childhood when I received some stock shares as a gift. This initial curiosity has grown into a lifelong passion. After graduating from high school, I was accepted into the University of Washington, where I pursued a Bachelor of Science degree in Economics. The fundamental lessons I learned during my upbringing have played a crucial role in my professional journey. They have allowed me to build strong personal relationships with my clients, understand their priorities, and create tailored financial plans that ensure their success. After college, I embarked on CFP® coursework alongside Amex advisors. However, I soon realized that the commission-based side of the industry wasn't the right fit for me. As a result, in 2008, I took a leap of faith and established my own RIA.

Having witnessed my highly educated parents at Stanford struggle with maximizing Social Security benefits and efficiently managing funds from various IRAs, Roth IRAs, and taxable accounts, I became determined to assist others in effectively managing and spending their hard-earned money.

What is your typical client profile?

Engineers from Intel, dedicated employees of Nike, early retirees who have chosen to pursue new passions, medical professionals with years of experience, retirees enjoying their well-deserved leisure, and individuals with trusts managing their financial future.

Is there a unique approach you take With Clients?

As a highly experienced and licensed tax professional, I possess the expertise and in-depth knowledge required to handle tax returns with utmost precision and ensure full compliance with all the requirements. You can trust that I am well-versed in the proper procedures and can navigate even the most complex tax situations effectively, providing you with peace of mind and the assurance that your taxes are in capable hands along with your financial future.

What types of strategies do you usually help clients with?

Tax efficient investment, asset allocation, asset placement, concentrated company stock.

WHAT'S YOUR FAVORITE PART ABOUT WORKING WITH CLIENTS?  

I find great joy in witnessing individuals work hard and persevere to achieve their goals, whether it's reaching a financial milestone or accomplishing a personal ambition. There's something truly special about seeing the satisfaction and pleasant surprise on their faces when they effectively manage their taxes and realize the positive impact it has on their overall financial well-being. It's a rewarding experience that reminds me of the importance of financial literacy and the power of proactive financial management.

WORKING WITH SAVVY

Savvy provides my clients with an unparalleled experience that seamlessly combines personalized connections and cutting-edge technology. It empowers them with a holistic overview of their finances, all conveniently accessible in a single place.

Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.

Savvy Advisors does not provide tax, legal or accounting advice.  This material has been prepared for informational purposes.  

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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