Planned Financial Services in the News
- Frank Fantozzi is Panelist at Smart Business Family Business Conference
09/10/2015 - Associated Press
10/22/2014 - CNBC.com
08/27/2014 - MarketWatch Radio Morning Stock Talk
07/30/2014 - CNBC.com
07/24/2014
Press Releases
- Planned Financial Services' Frank Fantozzi Named "Northeast Ohio Smart 50 Honoree"
06/06/2019 - PFS Wealth Advisor, Cynthia Yang, CFA®, CIPM Earns the Chartered Alternative Investment Analyst (CAIA®) Designation
05/16/2019 - Frank Fantozzi Recognized by Forbes as a Top Wealth Advisor
03/05/2019 - PFS Wealth Advisor, Dan Goldfarb, ChFC®, CRPC®, Receives Certified Financial PlannerTM Certification
01/07/2019 - Amy Valentine, CFA®, Joins Expanding Planned Financial Services Family Office Team
12/04/2018
Upcoming Events
- Check back soon for upcoming events.
Past Events
- The 11th Annual Cleveland Economic Summit
06/12/2019 - Cybersecurity and Identity Theft Seminar
01/16/2019 - The 10th Annual Cleveland Economic Summit
06/26/2018 - The 9th Annual Cleveland Economic Summit
05/24/2017 - The Alzheimer's Tsunami: Preparing for the Worst
11/09/2016