Broker Check
 
A Holistic Approach Long-Term Relationships Simplified Solutions

About Peter J. Passalacqua, CFP

Peter has over 25 years of financial planning experience. After six years working as a personal advisor for one of the largest financial firms in the world, Peter became frustrated with the influence of corporate sales pressure on the advisory process. Peter left his employer and created Frontier Financial Planning & Capital Management, Inc. so that he could be free to make financial recommendations based solely on the clients’ needs, rather than his employer demands. Frontier’s recommendations are completely free from the influence of corporate sales quotas and pressure.

Peter brings to his own private firm extensive experience working with a broad base of customers with diverse financial goals. Whatever the financial circumstances of your life, Peter has the experience, resources, and knowledge to help you plan your journey.

Peter’s commitment to excellence led him to attain his CFP (Certified Financial Professional) designation. To earn his CFP credentials, Peter was required to pass rigorous testing requirements covering retirement, investments, insurance, and estate planning. CFP professionals must also pledge to abide by the CFP Board of Ethics. Peter’s designation is your assurance that you are dealing with a committed, knowledgeable professional. He also holds a certificate in financial planning from the College of Financial Planning in Denver, Colorado. In addition, Peter is licensed in Insurance and Real-Estate. He is also a member of The National Association of Christian Financial Consultants (NACFC).

Peter’s undergraduate work was completed at Rutgers College, New Brunswick, New Jersey, where he earned a Bachelors of Science degree from the School of Business. Peter resides in Hillsborough, NJ with his wife and three children. He is very active in his local community and is a current member and past-president of the Hillsborough Rotary Club.

Take Advantage of a Free Complimentary Consultation!

Here at Frontier Financial, we're offering the unique opportunity for you to receive a free 45 minute consultation concerning your finances and how we can help. Click the button below to learn more. We're looking forward to meet with you!

Get Started

New Jersey's Independent Alternative for Objective Financial Advice


Everyone recognizes the names and marketing slogans of the big insurance brokerage firms, which now market themselves as financial advisors, but do these companies really have your best interests in mind when they provide financial advice? Or are they merely interested in convincing you to buy their own highly profitable insurance and investment products?

If you would like to know more about Frontier and how we might be able to help guide you along the path to financial freedom, please call or contact us for a free, no obligation, no pressure consultation.

Contact Us

Comprehensive Financial Planning

We can help take some of the mystery out of preparing for your financial future.

Learn More

Financial Independence

We specialize in helping our clients achieve financial independence.

Learn More

Advice Only Concierge Service

Let us provide you with guidance that can help you understand and better define your financial goals.

Learn More

Retirement Income Planning

Learn More

Leveraging Employee Benefits

Learn More

Investment Advice

Learn More

Financial Resources Videos

Learn More

Helpful Content

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

 

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

9 Facts About Social Security

There are things about Social Security that might surprise you.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

View all articles arrow

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations arrow

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Saving for College 101

Here’s a crash course on saving for college.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

View all videos arrow