Frank Fantozzi is Featured Panelist and Sponsor for the Smart Business Family Business Conference for 6th Consecutive Year
10/07/2022
CLEVELAND, OHIO – (OCTOBER 2022) – For the 6th consecutive year, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, President and Founder of Planned Financial Services, participated ...
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401(k) Prosperity Certification for Fiduciary Excellence is Renewed by CEFEX
10/03/2022
CLEVELAND, OHIO – (OCTOBER 2022) – 401(k) Prosperity®, a division of Planned Financial Services in Cleveland, Ohio is honored to announce that CEFEX, the Centre for Fiduciary Excellence...
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401(k) Prosperity Retirement Plan Advisor Mike Rinaldi Earns CRPS® and CPFA® Designations
08/31/2022
CLEVELAND, OHIO – (AUGUST 2022) – 401(k) Prosperity®, the corporate retirement planning and institutional investment management division of Planned Financial Services, a Registered Investment...
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Mike Rinaldi, AIF®, CEBS, MBA Joins 401(k) Prosperity as a Retirement Plan Advisor
07/21/2022
CLEVELAND, OHIO – (JULY 2022) – 401(k) Prosperity®, the corporate retirement planning and institutional investment management division of Planned Financial Services (PFS), a Registered...
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Chelsea C. Hussey, CLU®, ChFC®, CFP®, Joins Planned Financial Services as a Wealth Advisor
07/20/2022
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...
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Vicki Giancola Joins Planned Financial Services as Executive Assistant
06/28/2022
CLEVELAND, OHIO – (JUNE 2022) – Planned Financial Services (PFS), a Registered Investment Advisor (RIA) located in Brecksville, Ohio is pleased to announce that Vicki Giancola joined the independent...
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Danielle LeChard Joins Planned Financial Services as a Paraplanner
06/21/2022
CLEVELAND, OHIO – (JUNE 2022) – Planned Financial Services (PFS), a Registered Investment Advisor (RIA) located in Brecksville, Ohio is pleased to announce that Danielle LeChard joined...
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Frank Fantozzi Earns Certified Exit Planning Advisor (CEPA) Designation
06/09/2022
CLEVELAND, OHIO – (JUNE 2022) – Planned Financial Services (PFS) is pleased to announce that President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, recently earned the ...
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Andrew J. Hoyt Joins Planned Financial Services
04/28/2022
CLEVELAND, OHIO – (APRIL 2022) – Planned Financial Services, a Registered Investment Advisor (RIA) located in Brecksville, Ohio is pleased to announce that Andrew J. Hoyt recently joined the...
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Frank Fantozzi is Recognized in Forbes as a Best-in-State Wealth Advisor for 5th Consecutive Year
04/20/2022
CLEVELAND, OHIO – (APRIL 2022) – Planned Financial Services (PFS) President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, was recently ranked No. 69 in Ohio in Forbes&rsquo...
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PFS Wealth Advisor Amy Valentine Elected Board Vice President for Asian Services in Action (ASIA)
02/28/2022
CLEVELAND, OHIO – (February 2022) – Planned Financial Services (PFS) Wealth Advisor Amy Valentine, CFP®, CFA®, was elected Board Vice President for Asian Services in Action (ASIA)...
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Forbes Recognizes Cynthia Yang and Amy Valentine as Best-in-State Women Wealth Advisors
02/23/2022
Cleveland, Ohio - (February 2022) – Planned Financial Services Wealth Advisors Cynthia Yang, CFA®, (CAIA®), (CIPM) and Amy Valentine, CFP®, CFA®, have been recognized in this year&rsquo...
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Planned Financial Services Receives 9th Weatherhead 100 Upstart Award
11/11/2021
CLEVELAND, OHIO – (November 2021) - Planned Financial Services (PFS), was named a Weatherhead 100 Upstart company for the ninth time by the Weatherhead School of Management, Case Western Reserve...
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401(k) Prosperity's Certification for Fiduciary Excellence is Renewed by CEFEX
10/27/2021
CLEVELAND, OHIO – (October 2021) – 401(k) Prosperity®, a division of Planned Financial Services in Cleveland, Ohio is honored to announce that CEFEX, the Centre for Fiduciary Excellence...
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Planned Financial Services Hosts The 13th Annual Cleveland Economic Summit
10/15/2021
CLEVELAND, OHIO – (October 2021) – On September 30th, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, President and Founder of Planned Financial Services, hosted the firm’s The 13th...
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Frank Fantozzi is a Featured Panelist and Sponsor of the Smart Business Family Business Conference for 5th Consecutive Year
10/01/2021
CLEVELAND, OHIO – (October 2021) – For five consecutive years, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, President and Founder of Planned Financial Services, shared his expertise ...
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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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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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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 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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