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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Forbes Names Cynthia Yang One of the Top Next Generation Wealth Advisors in the Country
08/10/2017
CLEVELAND, OHIO – (August 2017) - Cynthia Yang, CFA®, an independent financial advisor at Planned Financial Services (PFS) in Cleveland, Ohio was recently recognized as a Top Next Generation...
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Planned Financial Services Selected as an Honoree for The 2016 Customer Service Awards
11/17/2016
CLEVELAND, OHIO – (November 2016) - Planned Financial Services (PFS) was selected as an honoree for The 2016 Customer Service Awards and was recognized amongst its peers at the Power Players...
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Frank Fantozzi Recognized as One of the 2016 Top 401 Retirement Plan Advisers
10/03/2016
CLEVELAND, OHIO – (September 2016) - Frank Fantozzi of 401(k) Prosperity® in Cleveland, Ohio was recently named among the 401 Top Retirement Plan Advisers. The list, produced by financial...
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Planned Financial Services Selected as Upstart Winner for the 2016 Weatherhead 100
09/16/2016
CLEVELAND, OHIO – (September 2016) - Planned Financial Services (PFS), for the fifth time, was named a Weatherhead 100 Upstart company, being recognized as one of the 100 fastest-growing companies...
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Frank Fantozzi Attends LPL Financial Annual Advisory Leaders Forum
08/10/2016
Cleveland, Ohio, August, 2016--- Frank Fantozzi, President and Founder of Planned Financial Services (PFS), an independent wealth management firm in Cleveland, announced today that he attended LPL Financial&rsquo...
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Planned Financial Services Launches New Website
06/28/2016
After months of creativity behind the scenes, we’re excited to announce the launch of our new Planned Financial Services website:
www.PlannedFinancial.com
What’s new? EVERYTHING!
Our new website...
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Frank Fantozzi of Planned Financial Services Named Top U.S. Retirement Plan Adviser for 2015 by Financial Times
06/01/2015
Cleveland, Ohio, June 2015 – The Financial Times (FT) has selected Frank Fantozzi, President of Planned Financial Services in Cleveland, for its first ever listing of America’s top 401 Retirement...
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Planned Financial Services (PFS) Selected as 2015 NEO Success Award Winner
03/01/2015
Cleveland, Ohio, March 2015-- - Planned Financial Services (PFS), for the seventh time, was named an NEO Success Award Winner. Presented by Inside Business Magazine and established in 1995 as a way to ...
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Merger of Planned Financial Services and Plax & Associates Elevates Regional and National Wealth Management Offering
10/01/2014
Merger of Planned Financial Services and Plax & Associates Elevates Regional and National Wealth Management Offering CLEVELAND, Ohio (October 1, 2014) – Planned Financial Services (PFS) and Plax...
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Planned Financial Services (PFS) Selected as 2014 NEO Success Award Winner
02/01/2014
Cleveland, Ohio, February 2014-- - Planned Financial Services (PFS), for the sixth time, was named an NEO Success Award Winner. Presented by Inside Business Magazine and established in 1995 as a way to...
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Planned Financial Services Celebrates 20 Years Helping Clients Pursue More than Investment Returns
01/01/2014
Cleveland, Ohio based Planned Financial Services (PFS) celebrates a landmark anniversary in 2014 – 20 years of helping individuals, families and business owners pursue the Return on Life ® they...
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Planned Financial Services (PFS) Selected as 2013 NEO Success Award Winner
03/01/2013
Cleveland, Ohio, March 2013-- - Planned Financial Services (PFS), for the fourth time, was named an NEO Success Award Winner. Presented by Inside Business Magazine and established in 1995 as a way to showcase...
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Planned Financial Services (PFS) Selected as 2012 NEO Success Award Winner
03/01/2012
Cleveland, Ohio, March 2012-- - Planned Financial Services (PFS), for the third time, was named an NEO Success Award Winner. Presented by Inside Business Magazine and established in 1995 as a way to showcase...
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Planned Financial Services (PFS) Announces New Team Member
01/01/2012
Cleveland, Ohio, February 2012-- - Planned Financial Services is pleased to announce that Cynthia Yang has joined their professional team as a Wealth Advisor Assistant.
Cynthia brings her knowledge in ...
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Planned Financial Services (PFS) Selected as a Weatherhead 100 Upstart Company Winner for 2011
11/02/2011
Cleveland, Ohio, November 2, 2011-- - Planned Financial Services (PFS), for the fourth time, was named a Weatherhead 100 Upstart company. The prestigious annual award is presented by the Case Western Reserve...
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Planned Financial Services (PFS) Gives Back to the Community
07/01/2011
Cleveland, Ohio, July 12, 2011-- - Planned Financial Services took its talents outside of the office on June 30 th by volunteering at The Free Clinic of Greater Cleveland through the United Way Days of...
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