CLEVELAND, OHIO – (JUNE 2022) – Planned Financial Services (PFS), a Registered Investment Advisor (RIA) located in Brecksville, Ohio is pleased to announce that Danielle LeChard joined the independent financial and investment planning firm as a paraplanner to help simplify the lives of high-net-worth families and business owners. She plays an integral role in supporting the firm’s team of wealth advisors and client liaisons in developing customized financial strategies in areas including retirement, investment, estate, tax, insurance and business exit planning.
“We’re very pleased to welcome Danielle to the team,” said the firm’s president and founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA. “With her strong background in financial services and wealth management, she brings the level of insight and perspective our clients expect for serving their complex needs.” For 28 years, Planned Financial Services has provided tailored strategies for the unique challenges that high-net-worth families and business owners face as they seek to protect and grow their wealth, and pursue the Return on Life® they desire.
Prior to joining PFS, Danielle was a Private Client Associate at Bernstein Private Wealth Management, a division of Alliance Bernstein. Before that, she was a Senior Client Operations Representative at The Bank of New York Mellon Corporation, commonly known as BNY Mellon, and a Personal Banker at PNC Bank.
Danielle received her Bachelor of Science in Business Management from Franciscan University of Steubenville, Ohio in 2017.
About Planned Financial Services
Planned Financial Services is an independent financial planning and wealth management firm located in Cleveland, Ohio that employs a team approach to providing individuals, families, and businesses access to a full suite of financial, advisory, investment, Personal CFOTM , Complete Family Office (CFO)® and business exit planning services. The Registered Investment Advisor (RIA) has had a strong presence in Northeast Ohio since 1994 and advises clients in multiple states. The firm’s experienced team of wealth advisors is committed to helping clients improve their Return on Life® through insightful analysis and proactive advice that is personalized, relevant and actionable. For more information about PFS, please visit PlannedFinancial.com. In addition, 401(k) Prosperity®, the firm’s corporate retirement planning and institutional investment management division, focuses on best-in-class retirement plan fiduciary and investment oversight. To learn more, please visit 401kProsperity.com.
