CLEVELAND, OHIO – (October 2017) - Planned Financial Services, a Registered Investment Advisor (RIA) with offices in Brecksville and Beachwood, Ohio is pleased to announce that Daniel M. Goldfarb, ChFC® and CRPC® recently joined the independent financial and investment planning firm as a Wealth Advisor. For more than a decade, Dan has helped accomplished individuals and families align their values and goals with their financial assets through insightful financial and investment planning. His extensive experience working with business owners, executives, professionals and families helps clients pursue their objectives in the most tax-efficient manner in the key areas of wealth accumulation, investment allocation, business succession, executive compensation, estate conservation, charitable giving strategies, retirement and employee benefits.
“We’re very excited to welcome Dan to our award-winning team,” said Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, President and Founder of Planned Financial Services. “His experience helping generations of business owners and affluent families develop strategies to protect and maintain their desired lifestyles is not only a great fit for our team and our clients, but fully aligned with our philosophy as a firm. Dan has a keen understanding of the unique challenges and complex issues many business owners face as they seek to protect and grow their wealth.”
A Chartered Financial Consultant® and Chartered Retirement Planning CounselorSM, Dan earned an MBA with a dual concentration in finance and operations management from the Weatherhead School of Management at the Case Western Reserve University, a Master of Policy Sciences with a concentration in Political Science from the University of Maryland- Baltimore County, a Master of Arts from Towson University, and a BA from Rutgers College- Rutgers University.
Dan resides with his wife and two sons in Solon, Ohio.
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 30 states, and employs 10 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 objective investment advice.