Cleveland, Ohio - (February 2024) – Return on Life Wealth Partners® is pleased to announce that Wealth Advisor, Cynthia Yang, CFA®, CAIA®, CIPM, has been recognized in this year’s list of Forbes Top Women Wealth Advisors, Best-In-State. This is the third consecutive year that she has been named to the list. 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*.
“LPL Financial is delighted to congratulate Cynthia on her well-deserved Forbes recognition,” said Julian Lopez, LPL executive vice president, Independent Advisor Services Relationship Management. “Cynthia has successfully leveraged the independent platform to grow her career and help her clients work toward their unique financial goals and dreams. Her unwavering integrity and ability to foster trust have been instrumental in her ongoing success.”
Cynthia is a CFA® charterholder, a CAIA® charterholder and holds a Certificate in Investment Performance Management (CIPM). She leads the Return on Life Wealth Partners Investment Committee where she is responsible for conducting investment due diligence research and constructing, reviewing, and adjusting the firm’s ROL Strategic Portfolios with a focus on equity valuation, independent investment research, risk management and portfolio performance attribution analysis.
“On behalf of our team, I’m pleased to congratulate Cynthia once again on this well-deserved honor,” said Return on Life Wealth Partners President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, “This is a testament to the deep knowledge, insight, and leadership she brings to our team and our clients, as we seek to help each of our clients use their wealth to support what brings the greatest meaning and purpose to their lives as they pursue the Return on Life® they desire.”
For 30 years, the Return on Life Wealth Partners team has focused on providing each client with the benefit of their diverse perspectives and experience across multiple financial disciplines, enabling the team to build lasting relationships with the high-net-worth families and business owners it serves in Northeast, Ohio and throughout the United States. In October 2023, the firm formally rebranded its name from Planned Financial Services to Return on Life Wealth Partners to further emphasize its personalized approach to helping clients pursue the Return on Life® they desire.
Cynthia is a financial advisor 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 Return on Life Wealth Partners
Return on Life Wealth Partners is an independent Registered Investment Advisor (RIA) founded in 1994 with headquarters in Cleveland. 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. With access to Personal CFO™ services, Return on Life Wealth Partners 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.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and enterprises, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 22,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 570 registered investment advisor (“RIA”) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.
At LPL, independence means that advisors and enterprise leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and enterprises, so they can take care of their clients.
Securities and Advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor. Member FINRA/SIPC. LPL Financial 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.
**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.
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.
LPL Financial, Forbes, SHOOK Research and Return on Life Wealth Partners 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.
