Cleveland, Ohio - (June 2025) – Return on Life® Wealth Partners is pleased to announce that Brandy Draper has joined our growing registered investment advisor (RIA) firm. As a client liaison, Brandy collaborates with the firm’s wealth advisors to support each client’s financial planning experience through the delivery of timely, relevant, and proactive services from client onboarding to ongoing account servicing and support.
“We’re excited to welcome Brandy to our growing team of wealth advisors and associates,” said Return on Life Wealth Partners President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA. “We look forward to her contributions as we continue to prioritize service quality and responsiveness for the families and business owners we serve.”
Brandy brings more than two decades of experience in client service, administrative management, and marketing to the independent wealth management team. Prior to joining Return on Life® Wealth Partners, Brandy was a Client Service Manager at a large Cleveland-based wealth management firm and an Administrative Assistant for LPL Financial in Canton, Ohio. Before embarking on her financial services career, she was the Executive Director for the Akron Executives Association, which fosters business growth through networking, referrals, and professional development among business leaders in Akron, Ohio and surrounding communities.
Brandy received a Bachelor of Science in Business Administration and Marketing Management from The University of Akron in 2005.
About Return on Life Wealth Partners
Return on Life Wealth Partners is an independent Registered Investment Advisor (RIA) founded in 1994 with headquarters in Cleveland, Ohio. The team provides comprehensive wealth planning services to individuals, families, and business owners. By examining clients’ lives before their money, Return on Life® aligns its advice with clients’ values and aims to help clients achieve the milestones that matter most to them. This personalized approach also extends to the institutional and corporate retirement plan services available through 401(k) Prosperity.® For additional information, visit us at ReturnOnLifeWealth.com
Investment advisory services offered through Planned Financial Services, LLC, dba Return on Life Wealth Partners, an SEC-Registered Investment Adviser.
For additional information about the firm and our services, see our Disclosure Brochure (Form ADV Part 2) and Customer Relationship Summary (Form CRS) Brochure
