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Planned Financial Services Further Deepens Resources and Talent Serving Corporate Retirement Plans

Published: 08/01/2015

CLEVELAND, OHIO – (August 2015) – Planned Financial Services (PFS) is pleased to announce the addition of Chris Waters to the Planned Financial Services team. Chris brings a strong background in business and financial services to his role as a Retirement Plan Advisor, seeking to ensure plan sponsor objectives are met and plan participants receive the level of advice, education, communication, and personalized service that leads to desired retirement outcomes.

Prior to pursuing a career in the financial services industry six year ago, Chris enjoyed owning and managing a video rental store for nearly 20 years. As a former business owner, he brings firsthand knowledge and understanding to company leaders seeking to provide their employees with the most effective retirement programs customized to their specific needs and goals. As a member of the Planned Financial Services team, Chris enjoys building and maintaining relationships with both employers and plan participants that focus on placing their interests first by providing objective and unbiased advice and guidance. Chris attended The University of Akron where he majored in Business Management. He holds his FINRA Series 7, 63, and 65 securities registrations with LPL Financial, and his Ohio Life and Health Insurance license.

In June 2015, Planned Financial Services President and CEO, Frank Fantozzi was selected by The Financial Times (FT) for inclusion in its first ever listing of America’s top 401 Retirement Advisers. To qualify for the FT list, advisers had to have 20% or more of their total firm assets in defined contribution plans. FT 401 advisers were selected from a nationwide group of advisers specializing in serving the $3 trillion market for defined contribution retirement plans.

The Financial Times notes that FT 401 advisers are in the vanguard of specialization; the average adviser on the list has 71% of his, or her, total practice’s assets under management concentrated in defined contribution plans. Qualified advisers were then graded based on seven broad factors including plan assets under management, growth in plans and assets, degree of specialization in the business, experience, participation in plans advised, industry certifications, and compliance record.

Please join us in welcoming Chris Waters to our award winning team of retirement plan advisors! About Planned Financial Services Planned Financial Services has had a strong presence in Northeast Ohio since 1994, advising clients in more than 25 states. The firm provides individuals and corporate clients access to a full suite of financial, advisory and investment services.

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