CLEVELAND, OHIO – (February 2020) – Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, President and Founder of Planned Financial Services, was recently ranked No. 63 in Ohio in the annual Best-In-State Wealth Advisors list published by Forbes.
According to Forbes, the annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. Advisors are also evaluated based on personal interviews, industry experience and revenue trends, among other criteria.
“This recognition is a testament to Frank’s commitment to providing personalized financial advice that helps clients reach their long-term financial goals,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “With increasing demand for advice from a trusted financial advisor, we applaud Frank for raising the bar in our industry and demonstrating the value of the independent model to build valued and lasting relationships with clients. On behalf of LPL, I thank Frank for the work he does in support of his clients.”
Frank Fantozzi is an independent advisor affiliated with LPL Financial, the nation’s largest independent broker-dealer* and a leader in the retail financial advice market, providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives. Frank and his team at Planned Financial Services, a registered investment advisor (RIA), with offices in Brecksville and Beachwood, OH, strive to help simplify the complex needs of business owners and high-net-worth families through services including Complete Family Office (CFO)SM, 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 management, business succession, executive compensation, estate conservation, charitable giving, 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 that focuses on high-net-worth business owners. The firm has had a strong presence in Northeast Ohio since 1994, advises clients in 25 states, and employs 12 team members. Additionally, the firm provides individuals, families, and businesses access to a full suite of financial, advisory, investment and family office services to help improve their Return on Life® through proactive financial and investment advice that is relevant, objective, and actionable—an approach combining insightful analysis with personalized financial strategies and investment advice. For additional information about PFS, please visit 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.
*Based on total revenues, Financial Planning magazine, June 1996-2019
LPL Financial, Forbes magazine and Planned Financial Services are all separate entities. 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.
Investment advice offered through Planned Financial Services, a Registered Investment Advisor.