Forbes Recognizes Cynthia Yang as a Best-In-State Women Wealth Advisor For Third Consecutive Year
02/26/2024
Cleveland, Ohio - (February 2024) – Return on Life Wealth Partners® is pleased to announce that Wealth Advisor, Cynthia Yang, CFA®, CAIA®, CIPM, has been recognized in this year&rsquo...
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Return On Life Wealth Partners Is Named A Forbes Best-In-State Wealth Management Team
02/02/2024
Cleveland, Ohio - (February 2024) – Return on Life Wealth Partners® is pleased to announce that it has been named to the annual Forbes list of Best-in-State Wealth Management Teams* for 2024....
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Return on Life Wealth Partners Named a Weatherhead 100 Company for 11th Time
11/02/2023
Cleveland, Ohio - (November 2023) – Return on Life Wealth Partners was named a Weatherhead 100 Enterprise company (in the category formerly known as Upstarts) for the 11th time by the Weatherhead...
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Jessica Patton Joins Return on Life Wealth Partners
10/24/2023
Cleveland, Ohio - (October 2023) – Return on Life Wealth Partners is pleased to announce that Jessica Patton joined our independent financial and investment firm as a Wealth Planning Liaison. Jessica...
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Planned Financial Services changes its name to Return on Life Wealth Partners
10/02/2023
Wealth management advisory firm partners with clients to uncover their definition of fulfillment, help put them on track to pursue their life goals.
Cleveland, Ohio (Oct. 2, 2023) — Planned Financial...
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Planned Financial Services Wealth Advisor Chelsea Hussey Is Named an LPL Rising Star
08/31/2023
CLEVELAND, OHIO – (August 2023) – Planned Financial Services (PFS), a Registered Investment Advisor (RIA) located in Brecksville, Ohio is pleased to announce that Chelsea Hussey, CLU®, ...
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Planned Financial Services Wealth Advisor Danielle LeChard Receives CFP® Certification
08/24/2023
BRECKSVILLE, OHIO – (AUGUST 2023) – Planned Financial Services, a Registered Investment Advisor (RIA), is pleased to announce that Wealth Advisor Danielle LeChard, CFP®, recently earned...
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Jennifer Damron Joins Planned Financial Services
06/07/2023
Cleveland, Ohio - (June 2023) – Planned Financial Services, a Registered Investment Advisor (RIA) based in Cleveland, Ohio, is pleased to announce that Jennifer C. Damron joined the independent financial...
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Frank Fantozzi Recognized in Forbes as a 2023 Best-In-State Wealth Advisor
05/02/2023
Cleveland, Ohio - (May 2023) – Planned Financial Services President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, was recently ranked No. 50 in Ohio in the Forbes 2023 Best...
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Cynthia Yang Named Among Forbes Best-In-State Women Wealth Advisors
04/20/2023
Cleveland, Ohio - (April 2023) – Planned Financial Services (PFS) Wealth Advisor Cynthia Yang, CFA®, (CAIA®), (CIPM) has been recognized for the second consecutive year among Forbes Top Women...
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Frank Fantozzi is Honored as One of LPL Financial's Top Financial Advisors
02/15/2023
CLEVELAND, OHIO – (FEBRUARY 2023) – Planned Financial Services (PFS) President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, announces his inclusion in LPL’s Executive...
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Planned Financial Services Is Awarded Weatherhead 100 Upstart for 10th Time
11/10/2022
CLEVELAND, OHIO – (November 2022) - Planned Financial Services (PFS), was named a Weatherhead 100 Upstart company for the tenth time by the Weatherhead School of Management, Case Western Reserve...
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Planned Financial Services Holds Its 14th Annual Cleveland Economic Summit
10/11/2022
CLEVELAND, OHIO – (OCTOBER 2022) – Planned Financial Services (PFS), a Registered Investment Advisor (RIA) and independent wealth management firm located in Brecksville, Ohio, hosted clients...
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Frank Fantozzi is Featured Panelist and Sponsor for the Smart Business Family Business Conference for 6th Consecutive Year
10/07/2022
CLEVELAND, OHIO – (OCTOBER 2022) – For the 6th consecutive year, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, President and Founder of Planned Financial Services, participated ...
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401(k) Prosperity Certification for Fiduciary Excellence is Renewed by CEFEX
10/03/2022
CLEVELAND, OHIO – (OCTOBER 2022) – 401(k) Prosperity®, a division of Planned Financial Services in Cleveland, Ohio is honored to announce that CEFEX, the Centre for Fiduciary Excellence...
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401(k) Prosperity Retirement Plan Advisor Mike Rinaldi Earns CRPS® and CPFA® Designations
08/31/2022
CLEVELAND, OHIO – (AUGUST 2022) – 401(k) Prosperity®, the corporate retirement planning and institutional investment management division of Planned Financial Services, a Registered Investment...
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Mike Rinaldi, AIF®, CEBS, MBA Joins 401(k) Prosperity as a Retirement Plan Advisor
07/21/2022
CLEVELAND, OHIO – (JULY 2022) – 401(k) Prosperity®, the corporate retirement planning and institutional investment management division of Planned Financial Services (PFS), a Registered...
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Chelsea C. Hussey, CLU®, ChFC®, CFP®, Joins Planned Financial Services as a Wealth Advisor
07/20/2022
CLEVELAND, OHIO – (JULY 2022) – Planned Financial Services (PFS), a Registered Investment Advisor (RIA) located in Brecksville, Ohio is pleased to announce that Chelsea C. Hussey joined the...
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Vicki Giancola Joins Planned Financial Services as Executive Assistant
06/28/2022
CLEVELAND, OHIO – (JUNE 2022) – Planned Financial Services (PFS), a Registered Investment Advisor (RIA) located in Brecksville, Ohio is pleased to announce that Vicki Giancola joined the independent...
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Danielle LeChard Joins Planned Financial Services as a Paraplanner
06/21/2022
CLEVELAND, OHIO – (JUNE 2022) – Planned Financial Services (PFS), a Registered Investment Advisor (RIA) located in Brecksville, Ohio is pleased to announce that Danielle LeChard joined...
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Frank Fantozzi Earns Certified Exit Planning Advisor (CEPA) Designation
06/09/2022
CLEVELAND, OHIO – (JUNE 2022) – Planned Financial Services (PFS) is pleased to announce that President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, recently earned the ...
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Frank Fantozzi is Recognized in Forbes as a Best-in-State Wealth Advisor for 5th Consecutive Year
04/20/2022
CLEVELAND, OHIO – (APRIL 2022) – Planned Financial Services (PFS) President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, was recently ranked No. 69 in Ohio in Forbes&rsquo...
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Forbes Recognizes Cynthia Yang and Amy Valentine as Best-in-State Women Wealth Advisors
02/23/2022
Cleveland, Ohio - (February 2022) – Planned Financial Services Wealth Advisors Cynthia Yang, CFA®, (CAIA®), (CIPM) and Amy Valentine, CFP®, CFA®, have been recognized in this year&rsquo...
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