Cleveland, Ohio - (June 2025) – Return on Life® Wealth Partners is pleased to announce that wealth advisor Cynthia Yang, CFA®, CAIA®, CIPM was selected by Smart Business as a 2025 Smart Women Award Honoree in the Progressive Woman Award category. The award honors women who have overcome significant challenges along the path to building successful careers.
The Smart Women Awards program recognizes the achievements of leading businesswomen and effective women's programs. Awards will be presented in three distinct categories at the 2025 Smart Women Breakfast & Awards hosted by Smart Business on July 10, 2025 at The Westin Downtown Cleveland. The 2025 honorees will be featured in a special editorial report in the July edition of Smart Business Northeast Ohio.
“On behalf of our team, I’m extremely pleased to congratulate Cynthia on this well-deserved honor,” said Return on Life Wealth Partners President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA. “Throughout her life and career, Cynthia has confronted challenges with maturity, grace, and the determination to turn obstacles into opportunities for personal and professional growth.”
“This award is a testament to the leadership, fortitude, and tremendous value Cynthia consistently seeks to bring to the relationships she has forged with our clients, team members, and business partners,” Fantozzi added.
Cynthia is a Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA®) and holds a Certificate in Investment Performance Management (CIPM). She joined Return on Life® Wealth Partners in 2012 as a wealth advisor bringing deep knowledge, insight, and expertise in equity valuation, independent investment research, risk management, and portfolio performance attribution analysis to the team and its clients. As a member of the firm’s senior management team, Cynthia leads the Investment Committee where she is responsible for conducting investment due diligence research and constructing, reviewing, and adjusting the Registered Investment Advisor (RIA) firm’s Strategic Portfolios.
Born and raised in the small rural village of Shandong, China, Cynthia earned a Bachelor of Business in Management from Beijing Wuzi University and Master of Finance and Accounting at the University of Adelaide. She is a member of the Golden Key International Honour Society and serves on the Finance Committee on the Board of Directors for the Girl Scouts of North East Ohio.
In 2025, Cynthia was named to the annual list of Forbes | SHOOK Best-in-State Top Women Wealth Advisors for the 4th consecutive year. She is ranked 59 out of 74 women wealth advisors in Ohio.* Return on Life Wealth Partners was also listed as a Forbes | SHOOK Best-in-State Wealth Management Team in 2024 and 2025.**
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.
Smart Women award nominees were limited to women professionals based in Northeast Ohio without regard to their profession or role and included submissions by their firm or co-workers. Award recipients were selected based primarily on a panel’s subjective judging of an essay response describing how they have overcome challenges and risen through the ranks. The award is not an endorsement nor is it indicative of any client’s experience with the financial advisor, their past investment performance or a guarantee of future returns.
*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/.
Smart Business, 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 https://plannedfinancial.com/contact-us/
