Frank Fantozzi Recognized in Forbes as a 2021 Best-in-State Wealth Advisor
03/08/2021
CLEVELAND, OHIO – (March 2021) – Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, President and Founder of Planned Financial Services, and independent Registered Investment Advisor ...
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Frank Fantozzi Asked To Serve on Board of Trustees of Cleveland Clinic Member Hospital
02/25/2021
CLEVELAND, OHIO – (February 2021) – Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, President and Founder of Cleveland-based Planned Financial Services, has been elected by the Board...
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Andrew Hardy Joins Cleveland-Based Planned Financial Services
02/16/2021
CLEVELAND, OHIO – (February 2021) – Planned Financial Services (PFS), a Registered Investment Advisor (RIA) located in Brecksville, Ohio is pleased to announce that Andrew Hardy joined...
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PFS Wealth Advisor Amy Valentine Receives CFP® Certification
12/15/2020
CLEVELAND, OHIO – (December 2020) – Planned Financial Services, the Brecksville, Ohio-based registered investment advisor (RIA), is pleased to announce that Wealth Advisor, Amy Valentine, CFA®...
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Planned Financial Services Sponsors Smart Women Breakfast and Awards for Fourth Consecutive Year
10/19/2020
CLEVELAND, OHIO – (October 2020) – For the fourth consecutive year, Planned Financial Services, the Brecksville, Ohio-based registered investment advisor (RIA) founded by its President...
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Frank Fantozzi was a Featured Panelist and Sponsor of the 2020 Smart Business Family Business Conference
10/06/2020
CLEVELAND, OHIO – (October 2020) – Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, President and Founder of Planned Financial Services, shared his expertise on the complex issues family...
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Rebecca Dolar Joins Cleveland-Based Planned Financial Services
08/21/2020
CLEVELAND, OHIO – (August 2020) – Planned Financial Services, a Registered Investment Advisor (RIA) located in Brecksville, Ohio is pleased to announce that Rebecca Dolar joined the independent...
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Frank Fantozzi is Featured Entrepreneur on AdvisoryCloud
06/08/2020
CLEVELAND, OHIO – (June 2020) – AdvisoryCloud recently published an interview with Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, President and Founder of Planned Financial Services...
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Frank Fantozzi Recognized in Forbes as a 2020 Top Wealth Advisor in Ohio
02/12/2020
CLEVELAND, OHIO – (February 2020) – Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, President and Founder of Planned Financial Services, was recently ranked No. 63 in ...
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Planned Financial Services Welcomes Joseph M. Rogers, II as Finance and Operations Director
11/18/2019
CLEVELAND, OHIO – (November 2019) - Planned Financial Services (PFS), a Registered Investment Advisor (RIA) and independent wealth management firm with offices in Brecksville and Beachwood, Ohio,...
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Planned Financial Services Wealth Advisor, Dan Goldfarb, Recognized as 2019 "Bright Star" by NOACC
11/15/2019
CLEVELAND, OHIO – (November 2019) - Planned Financial Services (PFS), a Registered Investment Advisor (RIA) and independent wealth management firm with offices in Brecksville and Beachwood,...
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Planned Financial Services Named Weatherhead 100 Upstart Award Recipient for 8th Time
11/05/2019
CLEVELAND, OHIO – (November 2019) - Planned Financial Services (PFS), was named a Weatherhead 100 Upstart company for the eighth time by the Weatherhead School of Management, Case Western Reserve...
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Planned Financial Services Hosts Exclusive 25th Anniversary Event for Clients and Friends of the Firm
10/31/2019
CLEVELAND, OHIO – (October 2019) - Planned Financial Services (PFS), a Registered Investment Advisor (RIA) and independent wealth management firm with offices in Brecksville and Beachwood, Ohio...
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Cynthia Yang Named Among Forbes' Top Next Generation Wealth Advisors in the Country for the Second Time
10/28/2019
CLEVELAND, OHIO – (October 2019) - Planned Financial Services Wealth Advisor, Cynthia Yang, CFA®, (CAIA®), (CIPM), was recognized for a second time by Forbes magazine as a “Top...
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Planned Financial Services' Frank Fantozzi Named "Northeast Ohio Smart 50 Honoree"
06/06/2019
CLEVELAND, OHIO – (June 2019) - Planned Financial Services, a Registered Investment Advisor (RIA) with offices in Brecksville and Beachwood, Ohio is pleased to announce that President and Founder...
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PFS Wealth Advisor, Cynthia Yang, CFA®, CIPM Earns the Chartered Alternative Investment Analyst (CAIA®) Designation
05/16/2019
CLEVELAND, OHIO – (May 2019) - Planned Financial Services (PFS), a Registered Investment Advisor (RIA) with offices in Brecksville and Beachwood, Ohio is pleased to announce that Wealth Advisor, ...
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Frank Fantozzi Recognized by Forbes as a Top Wealth Advisor
03/05/2019
CLEVELAND, OHIO – (March 2019) – Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, President and Founder of Planned Financial Services (PFS), was recently ranked No. 36 in Ohio in the...
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PFS Wealth Advisor, Dan Goldfarb, ChFC®, CRPC®, Receives Certified Financial PlannerTM Certification
01/07/2019
CLEVELAND, OHIO – (January 2019) - Planned Financial Services, a Registered Investment Advisor (RIA) with offices in Brecksville and Beachwood, Ohio is pleased to announce that Wealth Advisor, Dan...
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Amy Valentine, CFA®, Joins Expanding Planned Financial Services Family Office Team
12/04/2018
CLEVELAND, OHIO – (December 2018) - Planned Financial Services, a Registered Investment Advisor (RIA) with offices in Brecksville and Beachwood, Ohio is pleased to welcome Amy Valentine to ...
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Planned Financial Services' Frank Fantozzi Honored as NonProfit Board Executive of the Year
11/15/2018
CLEVELAND, OHIO – (November 2018) - Planned Financial Services, a Registered Investment Advisor (RIA) with offices in Brecksville and Beachwood, Ohio is pleased to announce that President and...
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401(k) Prosperity® Earns Fiduciary Excellence Certification
11/13/2018
CLEVELAND, OHIO – (November 2018) - 401(k) Prosperity®, a division of Planned Financial Services in Cleveland, Ohio is honored to announce our certification from the Centre for Fiduciary Excellence...
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Ashley Benton-Cooper Joins Cleveland-Based Planned Financial Services
10/03/2018
CLEVELAND, OHIO – (October 2018) - Planned Financial Services, a Registered Investment Advisor (RIA) with offices in Brecksville and Beachwood, Ohio is pleased to announce that Ashley Benton...
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Planned Financial Services Receives Weatherhead 100 Upstart Award for 7th Time
09/19/2018
CLEVELAND, OHIO – (September 2018) - Planned Financial Services (PFS), was named a Weatherhead 100 Upstart company for the seventh time by the Weatherhead School of Management, Case Western ...
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Frank Fantozzi Named a Forbes Best in State Wealth Advisor
02/20/2018
CLEVELAND, OHIO – (February 2018) – Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, President and Founder of Planned Financial Services (PFS), was named a 2018 Forbes Best in State Wealth...
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Veronica Kalinski, EA, Joins Cleveland-Based Planned Financial Services
01/31/2018
CLEVELAND, OHIO – (January 2018) - Planned Financial Services, a Registered Investment Advisor (RIA) with offices in Brecksville and Beachwood, Ohio is pleased to announce that Veronica Kalinski...
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Cleveland Wealth Advisor, Educator and Arts Advocate, Elisabeth C. Plax, Announces Retirement
01/25/2018
CLEVELAND, OHIO – (January 2018) – Elisabeth C. Plax, Ph.D., a CERTIFIED FINANCIAL PLANNERTM practitioner and founder of the former Beachwood-Ohio based Plax & Associates, announced...
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Frank Fantozzi Named Northeast Ohio 2018 Distinguished Marketing and Sales Awards (DMSA) Recipient
01/12/2018
CLEVELAND, OHIO – (January 2018) – Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, President and Founder of Planned Financial Services (PFS), was named a 2018 Distinguished Marketing and...
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Daniel M. Goldfarb, ChFC®, CRPC® Joins Cleveland-Based Planned Financial Services
10/18/2017
CLEVELAND, OHIO – (October 2017) - Planned Financial Services, a Registered Investment Advisor (RIA) with offices in Brecksville and Beachwood, Ohio is pleased to announce that Daniel M. Goldfarb...
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Planned Financial Services Awarded Weatherhead 100 for 6th Time
09/19/2017
CLEVELAND, OHIO – (September 2017) - Planned Financial Services (PFS), was named a Weatherhead 100 Upstart company for the sixth time by the Weatherhead School of Management, Case Western Reserve...
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Frank Fantozzi is Featured Panelist at the 2017 Smart Business Family Business Conference
09/07/2017
CLEVELAND, OHIO – (September 2017) – Planned Financial Services President and Founder, Frank Fantozzi, CPA, MT, PFS, CDFA, AIF®, shared his expertise on the complex issues family-owned ...
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