Cleveland, Ohio, August, 2016--- Frank Fantozzi, President and Founder of Planned Financial Services (PFS), an independent wealth management firm in Cleveland, announced today that he attended LPL Financial’s Advisory Leaders Forum held July 26 to 28 at Northwestern University’s Kellogg School of Management.
The invitation-only annual event brings together successful LPL Financial advisors in an exclusive academic setting to participate in a focused curriculum addressing a broad range of advisory disciplines. Held at the nation’s premier business schools, past conferences have been held at the Yale School of Management, The Wharton School at the University of Pennsylvania and the MIT Sloan School of Management.
Matthew Enyedi, executive vice president, LPL Financial, said, “As the financial advice industry grows increasingly more complex, LPL is committed to supporting our advisors with enriching programs and valuable practice management resources. The Advisory Leaders Forum provides a unique opportunity for leading LPL advisors to gain access to business intelligence that can help them to strengthen and grow their practices and the service they provide to their clients.”
Fantozzi said, “LPL’s Advisory Leaders Forum mixed academic insight with real business world applications that created a solid curriculum with takeaways I can bring back to my business. In addition, having the chance to connect and learn from other advisors, LPL leaders, industry experts and university professors was valuable and will support the work I do to help my clients.”
Planned Financial Services is on the LPL Financial broker/dealer platform. LPL is a leading retail investment advisory firm and the nation’s largest independent broker-dealer*.
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, comprised of 10 employees. The firm provides advice and guidance to individuals, families, and businesses 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 investment advice. Additionally, PFS provides access to a full suite of financial, advisory and investment services. For additional information about PFS, please visit www.PlannedFinancial.com.
About LPL Financial
LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served $488 billion in advisory and brokerage assets as of June 30, 2016. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016*). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also serviced an estimated 45,000 retirement plans with an estimated $124 billion in retirement plan assets, as of June 30, 2016. LPL also supports approximately 4,200 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,200 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
Securities offered through LPL Financial. Member FINRA/SIPC