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 and investment planning firm as a client liaison. Jennifer’s broad financial services industry experience complements and further strengthens the firm’s multidisciplinary team approach to providing a consistently exceptional experience to its client base.
“Jennifer is a welcome addition to our growing team,” said Planned Financial Services President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA. “We look forward to her contributions as we seek to exceed our clients’ expectations through the delivery of timely, relevant and proactive investment and wealth management services tailored to each client’s specific needs and preferences.”
For nearly three decades, Planned Financial Services has provided tailored strategies for the unique challenges high-net-worth families and business owners face as they seek to protect and grow their wealth. The firm’s team-based approach helps to ensure all clients benefit from diverse perspectives across multiple financial disciplines as they pursue the Return on Life® they desire. The firm seeks to achieve this through an approach that leads with client goals and values to help ensure strategies support what each client defines as meaningful and purposeful in their life.
Prior to joining Planned Financial Services, Jennifer spent seven years as a senior financial analyst at Cleveland-based AML RightSource where she led a team of 20 analysts focused on providing technology-based compliance and fraud prevention solutions to financial services institutions. Prior to that, she spent 13 years at Powers & Powers in Berea, Ohio as a legal assistant in the firm’s probate practice. She is a member of the Association of Certified Anti-Money Laundering Specialists (ACAMS) and the Association of Certified Fraud Examiners (ACFE) and is a Notary Public for the State of Ohio.
About Planned Financial Services
Planned Financial Services is an independent Registered Investment Advisor (RIA) and wealth management firm located in Cleveland, Ohio. In addition to our strong presence in Northeast Ohio since 1994, we advise high net worth families and business owners in multiple states and employ 11 team members. We believe wealth well lived is more important than wealth earned. While others look at your money first, we look at your life first, through our distinct Return on Life® approach that aligns each client’s values and purpose with strategies that seek to accomplish what matters most to them. We seek to help clients gain a greater sense of personal fulfillment in their lives by providing insightful financial analysis; proactive investment advice that is relevant and actionable; personalized financial, tax, estate, and charitable strategies; and access to our full suite of Complete Family Office (CFO)SM and Personal CFOTM services. In addition, 401(k) Prosperity®, the corporate retirement planning and institutional investment management division of Planned Financial Services, focuses on best-in-class retirement plan fiduciary and investment oversight. For additional information, please visit PlannedFinancial.com and 401kProsperity.com.
Investment advice offered through Planned Financial Services, a Registered Investment Advisor.
Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.
Financial Planning offered through Planned Financial Services, a Registered Investment Advisor and a separate entity from LPL Financial.