Frank Remund, CFP®

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.