Frank Remund, CFP®
Hello there! 👋🏼 I'm Frank, a highly experienced industry professional with over 10 years of expertise. As a CERTIFIED FINANCIAL PLANNER™ and IRS Enrolled Agent (EA), I possess the knowledge and skills to guide individuals, families, and small businesses through the intricate landscape of taxes and investments.
When it comes to financial management, I believe in tailoring my approach to meet each individual's unique needs and aspirations. Whether you're embarking on your career journey or planning for retirement, my dedication lies in assisting you in making well-informed decisions that align with your financial goals.
"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."
How can I help?
Financial Planning & Analysis
My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with Frank.
Get to know Frank
As a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent authorized to represent taxpayers before the Internal Revenue Service, Frank provides tax guidance to clients as part of his advisory relationship. Frank Remund grew up in southwest Washington as the youngest of three children in a highly competitive family. From a young age, he learned that knowledge, planning, and hard work are the keys to success and that listening is crucial.
Frank's interest in investing was kindled as a child when he was gifted a few shares of stock. This initial curiosity has since matured into a lifelong passion. After graduating from high school, Frank was accepted into the University of Washington. There, he pursued his Bachelor of Science degree in Economics while also competing on the Huskies’ track and field team as a high jumper and serving as the team captain. The fundamental lessons that Frank learned during his upbringing have been instrumental throughout his professional journey. They have enabled him to establish strong, personal relationships with his clients, understand their priorities, and develop personalized financial plans that secure their financial success.
Frank has had the privilege of teaching the rigorous Retirement Income tax course for H&R Block tax professionals, as well as courses on Employee Stock Plan Compensation, Restricted Stock Units, Employee Stock Purchase Plans, and Non-Qualified Options.
Frank now joins Savvy Advisors, bringing his wealth of experience and passion for financial planning. He resides in Boise, Idaho, with his wife Abby, and their four very active school-age boys. In his spare time, he enjoys volunteering as a coach for their baseball, soccer, and basketball teams. Frank's life is enriched by family, church, and work, and he considers himself very fortunate.
Savvy Advisors does not provide tax, legal or accounting advice. This material has been prepared for informational purposes.
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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.