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 independent financial and investment planning firm as a wealth advisor. As a Chartered Life Underwriter®, Chartered Financial Consultant® and Certified Financial Planner™ professional, Chelsea brings a broad range of experience to serving the firm’s high net worth and business owner clients in areas including wealth and retirement income planning, business succession, executive compensation, employee benefits, estate conservation and charitable giving. She works closely with the firm’s team of wealth advisors and client liaisons to develop customized financial strategies to help clients pursue the Return on Life® they desire.
“We’re excited to welcome Chelsea to our growing team of wealth advisors,” said the firm’s president and founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA. “Her background and experience are a great fit for our ensemble team, as we continually seek to provide clients with a highly personalized wealth management experience tailored to their needs.” For 28 years, Planned Financial Services has provided tailored strategies for the unique challenges that high-net-worth families and business owners face as they seek to protect and grow their wealth.
Before joining PFS, Chelsea was the Director of Planning at Lakefront Capital in Cleveland, Ohio where she developed financial plans for families and businesses, collaborating with owners, key executives and decision-makers, and advised on qualified and non-qualified retirement plans. Prior to that she was a financial advisor with Northwestern Mutual, in Canton, Ohio, where she began her financial services career as a College Unit Director, responsible for recruiting, training and overseeing the professional development of college financial representatives through the company’s nationally recognized internship program.
Chelsea graduated cum laude from The University of Akron with a Bachelor of Science in International Business with Spanish in 2010.
About Planned Financial Services
Planned Financial Services is an independent financial planning and wealth management firm located in Cleveland, Ohio that employs a team approach to providing individuals, families, and businesses access to a full suite of financial, advisory, investment, Personal CFOTM , Complete Family Office (CFO)® and business exit planning services. The Registered Investment Advisor (RIA) has had a strong presence in Northeast Ohio since 1994 and advises clients in multiple states. The firm’s experienced team of wealth advisors is committed to helping clients improve their Return on Life® through insightful analysis and proactive advice that is personalized, relevant and actionable. For more information about PFS, please visit PlannedFinancial.com. In addition, 401(k) Prosperity®, the firm’s corporate retirement planning and institutional investment management division, focuses on best-in-class retirement plan fiduciary and investment oversight. To learn more, please visit 401kProsperity.com.