Increasing Your Return on Life.®

Andrew J. Hoyt Joins Planned Financial Services

Published: 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 independent financial and investment planning firm as a client liaison. Andrew  is committed to ensuring a consistently exceptional experience for the firm’s high-net-worth clients and business owners, from new client onboarding to ongoing client account servicing and support. He collaborates with the firm’s wealth advisors as part of a team that is focused on exceeding client expectations through the delivery of timely, relevant and proactive services.

“Andrew’s background in financial services technology, client relations and business solutions makes him a strong asset for our clients and our firm,” said firm President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA. “The families and businesses we serve rely on our team’s deep experience across multiple financial disciplines as they pursue the Return on Life® they desire.”

Before joining Planned Financial Services, Andrew was a Dedicated Operations Specialist for Fisher Investments, a global independent advisory firm with offices in Tampa, Florida, and throughout the United States. He provided advanced technical and operational support to the firm’s International and Private Client Group clients and advisors. He began his financial services career in 2018 where he took on progressively challenging roles at firms in Athens and Atlanta, Georgia, in areas including technology solutions, operational controls, account management, SOX compliance, quality assurance, mergers and acquisitions, and risk mitigation.

Andrew holds a Bachelor of Business Administration (BBA) in Finance from the University of Georgia and a BBA in Accounting from Valdosta State University. He served as a congressional intern in the U.S. House of Representatives for Rep. Douglas A. Collins (GA-9) in Washington, D.C. in 2017, and is a member of the Society of Entrepreneurs, Disability:IN and Beta Alpha Psi.

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 eight team members. Additionally, the firm provides individuals, families, and businesses access to a full suite of financial, advisory, investment, Complete Family Office (CFO)SM and Personal CFOTM services to help improve their Return on Life® through proactive financial and investment advice that is relevant, objective and actionable. This approach combines insightful analysis with personalized financial strategies and investment advice. For additional information about PFS, please visit

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