CLEVELAND, OHIO – (October 2019) - Planned Financial Services Wealth Advisor, Cynthia Yang, CFA®, (CAIA®), (CIPM), was recognized for a second time by Forbes magazine as a “Top Next Generation Wealth Advisor.” According to Forbes, advisors were selected for the Top Next Generation Wealth Advisors list based on insights from SHOOK Research™, which compiles quantitative and qualitative data. Advisors were evaluated using a variety of criteria and must have been born after 1980 to qualify for the award.* Yang was first recognized for the award in 2017.
Yang is a Chartered Financial Analyst (CFA®), Chartered Alternative Investment Analyst (CAIA®) and Certified in Investment Performance Management (CIPM). As a Wealth Advisor, she brings deep knowledge, insight, and expertise in equity valuation, independent investment research, risk management, and portfolio performance attribution analysis to the Planned Financial Services team and clients. Planned Financial Services is a Cleveland-based independent Registered Investment Advisor (RIA) and wealth management firm serving clients in Northeast Ohio and throughout the United States.
“On behalf of our team, I want to congratulate Cynthia once again for this well-deserved recognition,” said Planned Financial Services President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®. “Her dedication to exceeding client expectations while advancing our firm’s business goals continues to solidify her role as a key contributor and leader within our firm. She’s a true asset to her team and our clients, as we seek to provide clients with objective, timely, and actionable advice as they pursue the Return on Life® they desire for their families.”
About Planned Financial Services
Planned Financial Services is an Ohio-based, independent financial planning and wealth management firm with offices in Brecksville and Beachwood, Ohio. The firm has had a strong presence in Northeast Ohio since 1994, advises clients in 21 states, and employs 12 team members. Additionally, the firm provides individuals, families, and businesses access to a full suite of financial, advisory and investment services to help improve their Return on Life® through proactive financial and investment advice that is relevant, objective, and actionable. An approach which combines insightful analysis along with personalized financial strategies and investment advice. For additional information about PFS, please visit www.PlannedFinancial.com.
*Advisors were required to have a minimum of four years relevant experience and acceptable compliance records. Overall ratings were based on, but not limited to: client service models, investing process, business types, revenue produced, and assets under management.
Planned Financial Services, Forbes magazine and SHOOK Research are separate entities.