Cleveland, Ohio - (February 2022) – Planned Financial Services Wealth Advisors Cynthia Yang, CFA®, (CAIA®), (CIPM) and Amy Valentine, CFP®, CFA®, have been recognized in this year’s list of Forbes Best-In-State Women Wealth Advisors. The special report identifies U.S.-based female financial advisors who are leading the way in offering best practices and providing high-quality experiences for their clients, according to Forbes.
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**.
“It is my pleasure to congratulate Cynthia and Amy on behalf of the Planned Financial Services team,” said firm President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®. “Being recognized as Best-In-State Women Wealth Advisors is a testament to their hard work and daily contributions as members of our dedicated team that seeks to deliver objective, relevant and actionable advice to help clients pursue the Return on Life® they desire.”
“On behalf of the LPL team, I’m thrilled to congratulate Cynthia Yang and Amy Valentine,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “Cynthia and Amy have successfully leveraged the independent platform to grow their careers and help Planned Financial Services’ clients work toward their financial goals and dreams. Although we continue to face emerging challenges from the ongoing pandemic, both women have found continued success through their integrity and established trust with their clients. We wish Cynthia and Amy continued success and congratulations for their Forbes recognition.”
Wealth Advisors, Cynthia and Amy bring deep knowledge, insight, and expertise in equity valuation, independent investment research, risk management and portfolio performance attribution analysis to the Planned Financial team and its clients.
Cynthia is a CFA® charterholder, a CAIA® charterholder and holds a Certificate in Investment Performance Management (CIPM). She leads the PFS Investment Committee where she is responsible for conducting investment due diligence research and constructing, reviewing and adjusting our PFS Strategic Portfolios on a regular and timely basis.
Amy is a CFP® professional, CFA® charterholder and a Wealth Advisor. She brings more than 15 years of experience in financial planning, portfolio management, manager due-diligence, investment research, and financial analysis to help women, families and business owners pursue a broad range of financial and lifestyle goals.
Cynthia Yang and Amy Valentine are wealth advisors affiliated with LPL Financial, a leading* retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
About Planned Financial Services
Planned Financial Services is an Ohio-based, independent financial planning and wealth management firm located in Brecksville, Ohio that focuses on high-net-worth business owners. The firm has had a strong presence in Northeast Ohio since 1994, advises clients in multiple states, and employs eight team members. Additionally, the firm provides individuals, families, and businesses access to a full suite of financial, advisory, investment, Complete Family Office (CFO)SM and Personal CFOTM services to help improve their Return on Life® through proactive financial and investment advice that is relevant, objective and actionable. This approach combines insightful analysis with personalized financial strategies and investment advice. For additional information about PFS, please visit PlannedFinancial.com.
About LPL Financial:
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
**The Forbes ranking of America’s Top Women Wealth Advisors Best-in-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
Investment advice offered through Planned Financial Services, a Registered Investment Advisor.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
LPL Financial, Forbes, SHOOK Research and Planned Financial Services are all separate entities.
This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither LPL Financial nor the advisors pay a fee to Forbes in exchange for inclusion in the Top Women Wealth Advisors list.