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.

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Frank Remund financial advisor
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Boise, ID

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How Frank works with clients
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"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."

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How can I help?

Investment Management

STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
Our expertly curated investment portfolios are meticulously designed to guide you through the intricate financial landscape, placing you at the forefront. Experience personalized solutions tailored to your needs and navigate them with confidence.
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Tax Optimization

STRIVING TO MINIMIZE YOUR TAX BURDEN
We aim to take the ambiguity of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
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Financial Planning & Analysis

TAKE CONTROL OF YOUR FINANCIAL FUTURE
Personalized wealth management aims to help grow and protect assets. We use a holistic approach to financial planning that integrates financial coaching, goal tracking, and legacy planning.
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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.
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Savvy Advisors does not provide tax, legal or accounting advice.  This material has been prepared for informational purposes.

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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.
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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.

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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.

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. Â