Cleveland, Ohio - (August 2025) – Return on Life® Wealth Partners is pleased to announce that wealth advisor Chelsea Hussey, CLU®, ChFC®, CFP®, has been named to the annual Forbes | SHOOK list of Best-in-State Top Next-Gen Wealth Advisors* for 2025. Chelsea ranked 74 in Ohio, marking her first recognition on this list.
The ranking, developed by Forbes in partnership with SHOOK Research, is based on an algorithm of both qualitative criteria and quantitative data. Advisors considered must have at least four years of experience and are evaluated on factors such as revenue trends, assets under management, compliance records, industry experience, and best practices. To view the full Forbes | SHOOK annual list, visit https://www.forbes.com/lists/best-in-state-next-gen-advisors.
Chelsea is a Chartered Life Underwriter®, Chartered Financial Consultant®, and Certified Financial Planner™ professional. She works closely with the firm’s multi-disciplined team of wealth advisors and client liaisons to develop customized financial strategies aligned with each client’s goals.
“Chelsea’s recognition on the Next-Gen list reflects her dedication and the thoughtful approach she brings to our clients,” said Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, President and Founder of Return on Life Wealth Partners. “She works closely with our team to create strategies that address each client’s unique goals, helping support their financial priorities today while contributing to the firm’s future.”
Chelsea was also recognized earlier this year on the Forbes Best-in-State Top Women Wealth Advisors** list for 2025, where she ranked 58 out of 74 in Ohio.
The Return on Life® Wealth Partners team’s multi-disciplinary approach supports advisors like Chelsea in providing clients with diverse perspectives and comprehensive wealth planning strategies. The firm was also named to the Forbes Best-in-State Wealth Management Teams*** list for the second consecutive year in 2025, ranking 89 out of 179 in Ohio.
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.
Important Information
*The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. To view the full Forbes | SHOOK annual list, visit https://www.forbes.com/lists/best-in-state-next-gen-advisors.
**The Forbes Best-In-State Top Women Wealth Advisors ranking, developed by SHOOK Research, is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes client impact, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. All advisors have a minimum of seven years of experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. To view the full list, please visit https://www.forbes.com/lists/top-women-advisors/.
***The Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team and are not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. Neither Return on Life Wealth Partners nor any of its financial advisors or RIA firm pay a fee in exchange for this award/rating. To view the full list, please visit https://www.forbes.com/lists/wealth-management-teams-best-in-state/.
Forbes, SHOOK Research, and Return on Life Wealth Partners are separate, unaffiliated entities.
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, Part 3).
