CLEVELAND, OHIO – (February 2018) – Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, President and Founder of Planned Financial Services (PFS), was named a 2018 Forbes Best in State Wealth Advisor for the state of Ohio. Advisors included in the Forbes ranking of Best in State Wealth Advisors, developed by SHOOK Research, are deemed to be leading the way in offering best practices in providing a high-quality experience for clients.
Fantozzi is ranked 23 among 63 advisors meeting SHOOK Research’s stringent criteria for inclusion in the prestigious ranking. The ranking, which is determined through discussions with management, peers, competing peers as well as telephone and in-person meetings considers numerous quantitative and qualitative factors, includes evaluation of each advisor’s:
- Service model
- Investing process
- Fee structure
- Breadth of services
- Use of team and team dynamics
- Community involvement
About the Forbes Ranking
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. Click here for more about the Forbes Best in State Wealth Advisor selection criteria and methodology.
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. The firm has had a strong presence in Northeast Ohio since 1994, advises clients in 28 states, and employs 10 team members. Additionally, the firm provides individuals, families, and businesses access to a full suite of financial, advisory and investment services to help improve their Return on Life® through proactive financial and investment advice that is relevant and actionable. An approach which combines insightful analysis along with personalized financial strategies and objective investment advice. For additional information about PFS, please visit www.PlannedFinancial.com.