Cleveland, Ohio - (May 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 Crain’s 2024 Notable Leaders in Finance. The list, which is compiled by Crain’s Cleveland Business, recognizes accomplished Northeast Ohio business leaders across the financial sector, including banking, venture capital, investment, private equity, and institutional money management firms.*
“It’s a tremendous honor to be named among the region’s Notable Leaders in Finance,” Fantozzi said. “I’m grateful for the opportunity to lead our team of experienced financial and investment professionals as we seek to help each of our clients use their wealth to support what brings the greatest meaning and purpose to their lives.”
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. The firm’s highly personalized Return on Life® approach has enabled the team as leaders in finance to build lasting relationships with the high-net-worth families and business owners it serves in Northeast, Ohio and throughout the United States.
The firm changed its name from Planned Financial Services to Return on Life Wealth Partners in 2023, to further emphasize its Return on Life® approach which focuses on helping each client pursue their definition of a life well lived.
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 its Complete Family Office (CFO)SM and 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.
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.
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.
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, 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.