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Frank Fantozzi Named Northeast Ohio 2018 Distinguished Marketing and Sales Awards (DMSA) Recipient

Published: 01/12/2018

CLEVELAND, OHIO – (January 2018) – Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, President and Founder of Planned Financial Services (PFS), was named a 2018 Distinguished Marketing and Sales Awards (DMSA) recipient. The annual award, which is presented by the Sales & Marketing Executives of Cleveland (SME Cleveland), is a premier honor within this 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. 

Each year, SME Cleveland recognizes an elite group of executives in the Northeast Ohio region who demonstrate such achievements and leadership.  Fantozzi will be honored among his peers at a February 22, 2018 banquet and awards ceremony at Executive Caterers at Landerhaven. 

About SME Cleveland

Sales & Marketing Executives of Cleveland (SME Cleveland) has been assisting sales and marketing professionals reach their goals and improve their skills for over 92 years. There are 300 members, 36 company members, and 7 corporate sponsors.  SME Cleveland offers networking luncheons, educational workshops with a sales or marketing theme, Business After Hours, Sales Training Events, 3 lead exchange groups and a Distinguished Marketing and Sales Award Banquet where Northeast Ohio's best sales and marketing professionals are honored. 

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 striving to 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


Planned Financial Services and SME Cleveland are separate entities.

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