Frank Passmore – Certified Financial Fiduciary®, Certified Estate Planner™, Founder of Certified Planners Group
Frank Passmore is a highly respected and experienced retirement planning specialist with an impressive track record spanning over 29 years. Throughout his career, Frank has worked with hundreds of individuals, couples, and families to design and implement customized retirement plans that provide lasting peace of mind. As the founder of Certified Planners Group, he is dedicated to delivering comprehensive financial strategies built on trust, transparency, and an unwavering commitment to each client’s best interest.
Frank’s professional focus centers on four critical areas of retirement planning: legacy planning, income planning, spouse replacement income strategies, and long-term care expense planning. These essential components are often overlooked in traditional financial advice but are vital for creating a retirement strategy that truly protects and supports individuals and their loved ones throughout every stage of retirement.
As both a Certified Financial Fiduciary® and a Certified Estate Planner™, Frank is held to the highest ethical and professional standards in the financial industry. He strictly adheres to a fiduciary standard, meaning that every recommendation and product offered is selected solely because it serves the best interest of the client—not because of incentives or commissions. This client-first approach sets Certified Planners Group apart from many traditional financial planning firms.
Frank takes pride in providing a no-pressure, highly educational experience for those exploring their retirement options. He and his team take the time to truly get to know each client, understand their values, goals, and concerns, and walk them step-by-step through the planning process. Clients are encouraged to take the time they need to make informed decisions and are never rushed or pushed into action. The result is a collaborative partnership that puts the client in full control of their financial future.
At Certified Planners Group, Frank has cultivated a reputation for delivering clarity, compassion, and results. His deep understanding of retirement income strategies, estate preservation, tax-efficient distribution methods, and long-term care solutions makes him a valuable guide for those seeking a secure and confident retirement.
Whether you’re five years away from retirement or already enjoying your golden years, working with Frank Passmore means working with someone who genuinely cares about your future. His extensive experience, ethical integrity, and personalized service make him a trusted advisor for individuals and families across the country.
👉 In this Spotlight Series interview, Frank Passmore CFF®, CEP™, shares his insight into how he helps clients build secure, income-focused retirement plans. Click here to learn more about his process and philosophy—and discover how you, too, can approach retirement with peace of mind.
