CLEVELAND, OHIO – (June 2020) – AdvisoryCloud recently published an interview with Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, President and Founder of Planned Financial Services. The article, which is part of the organization’s Featured Advisor Interview series, highlights his accomplishments as an entrepreneur, senior executive, and board member with more than 25 years of experience across the financial services industry. AdvisoryCloud is an innovative digital platform for connecting thousands of executives each year with advisory opportunities, including virtual advisory boards.
Throughout his career, Fantozzi has held leadership positions with Planned Financial Services, Kolbe House, Lewandowski and Zalik Association, and Arthur Andersen. He is currently the Chairman of the Board at LifeAct® and previously sat on the board of Cuyahoga Community College. In 2020, for the third consecutive year, he was recognized as a Top Wealth Advisor in Ohio in the annual Best-In-State Wealth Advisors list published by Forbes. In 2019, he was named a Northeast Ohio Smart 50 Honoree among Northeast Ohio’s top executives, and in 2018, was honored as a Medical Mutual Northeast Ohio Pillar Award for Community Service honoree and named Nonprofit Board Executive of the Year for his service as Chairman of the Board of Directors for LifeAct®. In 2015, he was recognized as a top U.S. Retirement Plan Adviser by the Financial Times.*
AdvisoryCloud is the leading digital platform for advisory work. Companies use AdvisoryCloud’s network of thousands of experienced advisors across every discipline and industry to help with key decisions, projects, and business strategy. Founded in 2012, AdvisoryCloud is a private company, with locations in Marin County, California and Boise, Idaho, and has won the Inc. 5000 award for fastest growing private companies multiple years in a row. For more information, visit AdvisoryCloud.com.
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 25 states, and employs 12 team members. Additionally, the firm provides individuals, families, and businesses access to a full suite of financial, advisory, investment and Complete Family Office (CFO)SM 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.
*Fantozzi was recently ranked No. 63 in Ohio in the annual Best-In-State Wealth Advisors list published by Forbes. According to Forbes, the annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. Advisors are also evaluated based on personal interviews, industry experience and revenue trends, among other criteria.
Awarded in 2019, the Corporate College Smart 50 Awards, presented by Smart Business recognizes the top executives of the 50 smartest companies in the region for their ability to effectively build and lead successful organizations. Out of 90 nominations received; 50 awards were granted.
The 2018 Distinguished Marketing and Sales Awards (DMSA) (awarded 2018). Presented by the Sales & Marketing Executives of Cleveland (SME Cleveland), the DMSA is a premier honor within its industry acknowledging excellence and providing community recognition for outstanding sales and marketing achievements. Selection criteria is based on exemplary leadership and management, innovative strategies and tactics, extraordinary sales results, and strong community and professional involvement. 39 nominations were submitted; 15 awards granted.
The Financial Times Top 401 Retirement Plan Advisors (awarded 2016), produced by financial services publication Financial Times in collaboration with Ignites Research, recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans. Advisors were chosen based on several criteria, including the amount of DC plan assets under advisement, growth in his or her DC plan business, specialization in DC plan business, among other factors.