CLEVELAND, OHIO – (AUGUST 2022) – 401(k) Prosperity®, the corporate retirement planning and institutional investment management division of Planned Financial Services, a Registered Investment Advisor (RIA), is pleased to announce that Retirement Plan Advisor Mike Rinaldi, AIF®, CEBS, CRPS®, CPFA®, MBA recently earned the Chartered Retirement Plans SpecialistSM (CRPS®) and Certified Plan Fiduciary Advisor (CPFA®) designations. Both designations are broadly recognized credentials for financial professionals focused on retirement plan design, administration and fiduciary oversight.
“On behalf of our team, I’m pleased to congratulate Mike on successfully completing the rigorous program requirements to obtain these important designations,” said the firm’s president and founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA. “Our team members place great emphasis on obtaining the advanced degrees, industry designations and credentials required to address the complex needs of the business owners we serve. This is especially important when it comes to areas like retirement plan administration and fiduciary oversight.”
Mike recently joined the 401(k) Prosperity team as a retirement plan advisor, bringing more than two decades of experience working with business owners and organizations of all sizes in the development and management of customized retirement plan solutions.
About the Chartered Retirement Plans SpecialistSM (CRPS®) designation
The Chartered Retirement Plans SpecialistSM , or CRPS®, program provides experienced advisors who are focused on retirement plans with the knowledge to recommend implementation techniques that can be executed into well-structured, company-appropriate retirement plans and effectively administer retirement plans for businesses and their employees. Learn more about the CRPS® designation at College for Financial Planning®, a Kaplan Company.
About the Certified Plan Fiduciary Advisor (CPFA®) designation
The Certified Plan Fiduciary Advisor (CPFA®) credential demonstrates knowledge, expertise and commitment to working with retirement plans. Plan advisors who earn their CPFA® demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities. Learn more at NAPA.com.
About Planned Financial Services and 401(k) Prosperity®
Planned Financial Services is an independent financial planning and wealth management firm located in Cleveland, Ohio that employs a team approach to providing individuals, families, and businesses access to a full suite of financial, advisory, investment, Personal CFOTM , Complete Family Office (CFO)® and business exit planning services. The Registered Investment Advisor (RIA) has had a strong presence in Northeast Ohio since 1994 and advises clients in multiple states. The firm’s experienced team of wealth advisors is committed to helping clients improve their Return on Life® through insightful analysis and proactive advice that is personalized, relevant and actionable. For more information about PFS, please visit PlannedFinancial.com.
401(k) Prosperity, the firm’s corporate retirement planning and institutional investment management division, focuses on best-in-class retirement plan fiduciary and investment oversight. 401(k) Prosperity seeks to create Simplicity in a Complex World® through an approach that transcends mechanical solutions and traditional methodologies to bring a distinctly human touch to retirement planning that leads to genuine understanding, enthusiasm, and motivation on the part of plan participants. To learn more, please visit 401kProsperity.com.