Who We Are

Peter J. Passalacqua, CFP

Founder, CEO

Peter has over 14 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 so that he could be free to make financial recommendations based solely on the client’s needs, rather than his employer’s 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. Certificants must also pledge to abide by the CFP Board’s Code of Ethics. Peter’s CFP 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.

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 Somerset County, NJ with his wife and two children. He is very active in his local community and is a member of the Hillsborough Rotary Club.

 

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Advisory services are offered through Frontier Financial Planning & Cap. Mgmt., Inc a Registered Investment Advisor. All securities are offered through cfd Investments, Inc., a registered Broker/Dealer. Member FINRA & SIPC 2704 South Goyer Road, Kokomo, IN 46902 (765) 453-9600 Frontier Financial Planning & Cap. Mgmt., Inc. is neither an affiliate of, nor controlled by, CFD Investments, Inc.


Frontier Financial Planning & Cap. Mgmt.,Inc.
322 Courtyard Drive, Hillsborough, NJ 08844, Toll Free: (877) 398-8318 Tel: (908) 725-9001 Fax: (908) 725-3715

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