CLEVELAND, OHIO – (March 2019) – Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, President and Founder of Planned Financial Services (PFS), was recently ranked No. 36 in Ohio in the annual Best-In-State Wealth Advisors list published by Forbes.
According to Forbes, the annual list highlights over 2,000 of the nation’s top-performing advisors, nominated by their firms and then evaluated based on a qualitative algorithm and quantitative criteria administered by SHOOK Research. The criteria includes interviews, industry experience, community involvement, revenue trends and client retention*.
“I want to congratulate Frank Fantozzi on behalf of LPL,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “This recognition is a reflection of his commitment to providing objective financial advice that is uniquely geared toward his clients’ needs. His success is a great service to the financial advice industry and the value of independent advice. LPL is proud to support Frank and we thank him for the work he does to enrich the financial lives of his clients.”
Frank and his team at Planned Financial Services, a registered investment advisor (RIA), are based in Brecksville, OH, where they strive to help simplify the complex needs of a growing number of affluent and high-net-worth families and business owners through services including Family Office, Personal CFOTM, 401(k) Prosperity, and multigenerational planning. For 25 years, the firm’s experienced team members have helped families and business owners work toward pursuing their individual Return on Life® in the key areas of wealth accumulation, investment allocation, business succession, executive compensation, estate conservation, charitable giving strategies, retirement and employee benefits, among others.
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 30 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.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com.
*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.
LPL Financial, Forbes magazine and SHOOK Research are all separate entities.
**Based on total revenues, Financial Planning magazine, June 1996-2018