CLEVELAND, OHIO – (February 2021) – Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, President and Founder of Cleveland-based Planned Financial Services, has been elected by the Board of Directors of the Cleveland Clinic Regional Hospitals to serve as a member of the Board of Trustees of Marymount Hospital, Inc., which owns and operates Marymount Hospital. Marymount Hospital is a full-service general hospital within the Cleveland Clinic enterprise. Marymount Hospital is a Catholic hospital, affiliated with the Sisters of St. Joseph, Third Order of St. Francis and helps ensure conformity with the Ethical and Religious Directives for Catholic Health Care Services. The Board of Trustees serves in an advisory role to the Board of Directors and the Hospital President.
Born and raised in Cleveland, Ohio, Fantozzi has demonstrated a longstanding commitment to making a difference in the lives of families and business owners, as well in communities throughout Northeast Ohio. For more than 25 years, he has forged relationships with industry leaders and innovators to bring forth resources aimed to help families and businesses anticipate and overcome challenges while bringing greater simplicity and clarity to the wealth management process through services including Complete Family Office (CFO)SM, 401(k) Prosperity, and multigenerational planning. The firm’s experienced team members help families and business owners work toward pursuing their individual Return on Life® in the key areas of wealth accumulation, investment management, business succession, executive compensation, estate conservation, charitable giving, retirement, and employee benefits, among others.
In addition to serving on the Board of Trustees of Marymount Hospital, Inc., Fantozzi is active in a number of civic and community-based organizations, including: LifeAct®, where he is the Chairman of the Board of Directors and a former chairperson for the Advancement Committee; the Northern Ohio Italian American Foundation (NOIA); and the Brecksville, Broadview Heights and Beverly Hills, CA Chambers of Commerce. Fantozzi is a business mentor for other business owners through The Entrepreneurs’ Organization, Cleveland Chapter, and is involved in several civic initiatives to improve the surrounding community. He founded the Brecksville Soccer Organization (BSO) in 2006 and was also the director and a travel soccer coach. In 2017, he established the Brush High School Alumni Soccer Award at his former high school to reward a graduating male and female senior soccer player for their personal essays on how playing soccer contributed to their growth and values. He also provides ongoing support to a broad range of local and national community, civic and charitable organizations and foundations through personal and corporate donations and sponsorships.
Fantozzi and his wife live in Brecksville, Ohio, where they raised their two daughters. He is proud of and remains committed to his city and its surrounding communities.
About Planned Financial Services
Planned Financial Services (PFS) is an Ohio-based, independent Registered Investment Advisor (RIA) 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 25 states, and employs 11 team members. Additionally, the firm provides individuals, families, and businesses access to a full suite of financial, advisory, investment and family office services to help improve their Return on Life® through proactive financial and investment advice that is relevant, objective, and actionable—an approach combining insightful analysis with personalized financial strategies and investment advice. For additional information about PFS, please visit PlannedFinancial.com. PFS is the owner of 401(k) Prosperity, (a for-profit and non-profit retirement plan company) and PFS Guided Wealth (an online young investor platform).
Marymount Hospital, the Cleveland Clinic, and Planned Financial Services are all separate entities.
Investment advice offered through Planned Financial Services, a Registered Investment Advisor.
Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.
Financial Planning offered through Planned Financial Services, a Registered Investment Advisor, and a separate entity from LPL Financial.