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 the firm’s expanding team of experienced wealth advisors and client relationship management professionals. Amy is a CFA® charterholder and a Wealth Advisor with more than 14 years of experience in financial planning, portfolio management, manager due-diligence, investment research, and financial analysis.
“Amy will play a key role in serving the growing number of affluent and high-net-worth families and business owners that rely on our experienced team for solutions to their complex needs,” said Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, President and Founder of Planned Financial Services. “Family Office services is an area of our practice that continues to expand as families with significant wealth seek to benefit from the broad resources and multi-disciplinary perspective of an ensemble team capable of delivering the highly personalized wealth management experience they seek.”
Prior to joining Planned Financial Services, Amy served the needs of a broad range of clients at financial institutions, including Ameriprise Financial, Charles Schwab Investment Management, and Citibank, as well as the family office for the Ratner, Miller and Shafran families. Amy earned a Master of Business Administration with a concentration in banking & finance from the Weatherhead School of Management at the Case Western Reserve University in Cleveland, Ohio, and a bachelor’s degree in Economics from National Taiwan University. She served as a member of the board of directors for the CFA Society of Cleveland from 2010 to 2011.
About Planned Financial Services
Planned Financial Services is an Ohio-based, independent financial planning and wealth management firm with offices in Brecksville and Beachwood, Ohio. The firm has had a strong presence in Northeast Ohio since 1994, advises clients in 30 states, and employs 10 team members. Additionally, the firm provides individuals, families, and businesses access to a full suite of financial, advisory and investment services to help improve their Return on Life® through proactive financial and investment advice that is relevant and actionable. An approach which combines insightful analysis along with personalized financial strategies and objective investment advice. For additional information about PFS, please visit www.PlannedFinancial.com.
Investment advice offered through Planned Financial Services, a Registered Investment Advisor.