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 the independent financial and investment planning firm as an Account Executive. He will play an integral role in supporting the team’s wealth advisors and client liaisons in providing relevant, timely and objective financial and investment advice to high-net-worth families and business owners.
“We’re really pleased to welcome Andrew to our talented and experienced team,” said PFS president and founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®. “His experience founding and working with start-up firms is a great fit with our entrepreneurial culture. Andrew brings great insight into the challenges business owners face across a variety of industries, as they seek to build, protect and grow their wealth.”
Prior to joining the Northeast Ohio RIA, Andrew began his financial services career at Amtrust Financial as a financial systems analyst in 2017. He later founded a financial technology start-up before joining OnShift, Inc. as a business consultant and sales operations specialist.
Andrew graduated from West Virginia University where he received his Bachelor of Science in Finance, with a focus in investments and business valuation, in 2016. He obtained a certificate in Data Analytics from Case Western Reserve University in 2019, and is currently studying for his FINRA Series 7 and 66 registrations.
About Planned Financial Services
Planned Financial Services is an Ohio-based, independent financial planning and wealth management firm located in Brecksville, Ohio that focuses on high-net-worth business owners. The firm has had a strong presence in Northeast Ohio since 1994, advises clients in multiple states, and employs 11 team members. Additionally, the firm provides individuals, families, and businesses access to a full suite of financial, advisory, investment and Complete Family Office (CFO)SM services to help improve their Return on Life® through proactive financial and investment advice that is relevant, objective, and actionable—an approach combining insightful analysis with personalized financial strategies and investment advice. For additional information about PFS, please visit PlannedFinancial.com.