Cleveland, Ohio - (February 2025) – Return on Life® Wealth Partners is pleased to announce that wealth advisors Cynthia Yang, CFA®, CAIA®, CIPM and Chelsea Hussey CLU®, ChFC®, CFP®, have been named to the annual Forbes | SHOOK list of Best-in-State Top Women Wealth Advisors* for 2025. According to Forbes | SHOOK, the ninth annual ranking features just over 2,400 women with proven track records who manage cumulative assets of roughly $3.6 trillion.
Ranked 59 out of 74 in Ohio, this marks the fourth consecutive year that Cynthia has been named to the prestigious list and the first time for Chelsea, who is listed at 58 out of 74. The annual list is compiled by Forbes with insights from SHOOK Research. Advisors are selected based on quantitative and qualitative data, and are assessed on a variety of criteria, including in-person interviews, years of experience, compliance records and assets under management.*
“On behalf of our team, I’m pleased to congratulate Cynthia and Chelsea on this well-deserved honor, which is further testament of the deep knowledge, insight, and value that both women bring to our team and our clients,” said Return on Life Wealth Partners President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA.
Cynthia is a CFA® and a CAIA® charterholder and holds a Certificate in Investment Performance Management (CIPM). She leads the Return on Life® Wealth Partners Investment Committee where she is responsible for conducting investment due diligence research, and constructing, reviewing, and adjusting the firm’s Strategic Portfolios. 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 to help clients pursue the Return on Life® they desire.
For more than three decades the Return on Life® Wealth Partners team has focused on providing each client with the benefit of their diverse perspectives and experience across multiple financial disciplines, enabling the team to build lasting relationships with the high-net-worth families and business owners it serves in Northeast, Ohio and throughout the United States. The team was named to the Forbes list of Best-in-State Wealth Management Teams* for the second consecutive year in 2025, ranking 89 out of 179 for the state of 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.
*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.
**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 advice offered through Planned Financial Services, LLC, a Registered Investment Advisor.
For additional information about the firm and our services, see our Disclosure Brochure (Form ADV Part 2) and Customer Relationship Summary (Form CRS) Brochure.
