Cleveland, Ohio - (December 2024) – Return on Life Wealth Partners® is pleased to announce that President and Founder Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA has been named among Northeast Ohio’s top executives. Since 2014, the Smart Business Northeast Ohio Smart 50 Awards recognize the top executives of the 50 smartest companies in the Northeast Ohio region for their ability to effectively build and lead successful organizations.
All 50 winners were honored at a special celebration on November 21, 2024 at The Embassy Suites – Cleveland Rockside and were featured in a special editorial report in the November 2024 edition of Smart Business Magazine. Smart 50 honorees must be a top executive of an organization with a physical office in the Northeast Ohio region. Out of 75 nominations received; 50 awards were granted. Fantozzi was previously selected as an honoree in 2019.
“As a Cleveland native, it’s a tremendous honor to be recognized for a second time among many of our region’s top executives and business owners,” Fantozzi said. “After more than 30 years, I continue to be grateful for the opportunity to lead our team of experienced financial and investment professionals as we seek to help our clients use their wealth to support what brings the greatest meaning and purpose to their lives.”
Fantozzi was recognized for his leadership as a business owner and entrepreneur, as well as his long history of service to the greater-Cleveland community. The award program considers how organizations develop and bring to market new products, services and solutions; how these services, products and solutions benefit clients, the organization, its employees, investors and other constituents; and how the combination of innovation and impact lead to a sustainable, scalable business that develops and fosters community.
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, Ohio. 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 and 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.
Crain's Cleveland Business 2024 Notable Leaders in Finance
Frank Fantozzi was recently named among Crain's Cleveland Business 2024 Notable Leaders in Finance. Nominations that are submitted and accepted by the editors and recognized on the Crain’s 2024 Notable Leaders in Finance list must meet certain criteria, including being based in Northeast Ohio, having at least five years in the profession, and being employed by a financial firm or institution. Of the nominations submitted, 19 honorees were accepted and recognized. Honorees do not pay fees to be considered or placed on this list.
Forbes Best-In-State Wealth Advisors 2024
Frank Fantozzi was recently named a Forbes Best-In-State Wealth Advisor. The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Eligible Smart 50 nominees must be a top executive of an organization with a physical office in the Northeast Ohio region. Specialty award winners will be recognized for Innovation, Impact, and Sustainability. The Northeast Ohio Smart 50 Award recognizes the top executives of the nominated companies in the region for their ability to effectively build and lead savvy organizations. The award is based on essay question responses submitted by nominees and selected from a panel of judges. For more information, please visit Northeast Ohio Smart 50 Awards - SBN (sbnonline.com).
Smart Business, Crain’s Cleveland Business, Forbes, SHOOK Research, and Return on Life Wealth Partners/Planned Financial Services are separate, unaffiliated entities.
Investment advice offered through Planned Financial Services, LLC, a Registered Investment Advisor.
For additional information about the firm and our services, see our Disclosure Brochure (Form ADV Part 2A) and Customer Relationship Summary (Form CRS) brochure.
