CLEVELAND, OHIO – (JULY 2023) – 401(k) Prosperity®, the corporate retirement planning and institutional investment management division of Planned Financial Services, a Registered Investment Advisor (RIA), is pleased to announce that Retirement Plan Advisor Mike Rinaldi, AIF®, CEBS, CRPS®, CPFA®, MBA was recently elected to serve on the Board of Trustees for the Akron, Ohio-based Alliance for Healthy Youth.
The Alliance for Healthy Youth (AHY) is a non-profit, non-partisan organization that empowers, encourages, and educates youth to make and keep healthy lifestyle choices. To reach its goal of equipping youth with the knowledge and skills to make decisions and practice behaviors that enhance health and wellness, AHY conducts curriculum and youth-led programs in school classrooms.
“Educating and encouraging people to make positive decisions that support their future dreams and goals is something I do every day in my professional life,” Mike said. “Being able to channel that same energy to help further AHY’s mission to empower young people to make positive choices that will serve them well throughout their lives is a real honor.”
As an Accredited Investment Fiduciary®, Certified Employee Benefit Specialist, Chartered Retirement Plans SpecialistSM and Certified Plan Fiduciary Advisor, Mike is the lead advisor for 401(k) Prosperity where he oversees retirement plan design, administration and fiduciary oversight. He joined the firm in 2022 with more than two decades of experience working with business owners and organizations of all sizes in the development and management of customized retirement plan solutions.
About Planned Financial Services and 401(k) Prosperity
Planned Financial Services is an independent Registered Investment Advisor (RIA) and wealth management firm located in Cleveland, Ohio. In addition to our strong presence in Northeast Ohio since 1994, we advise high net worth families and business owners in 22 states and employ 11 team members. We believe wealth well lived is more important than wealth earned. While others look at your money first, we look at your life first, through our distinct Return on Life® approach that aligns each client’s values and purpose with what matters most to them. We seek to help clients gain a greater sense of personal fulfillment in their lives by providing insightful financial analysis; proactive investment advice that is relevant and actionable; personalized financial, tax, estate, and charitable strategies; and access to our full suite of Complete Family Office (CFO)SM and Personal CFOTM services. For additional information, please visit PlannedFinancial.com.
401(k) Prosperity is the firm’s corporate retirement planning and institutional investment management division, focused on best-in-class retirement plan fiduciary and investment oversight. 401(k) Prosperity seeks to create Simplicity in a Complex World® through an approach that transcends mechanical solutions and traditional methodologies to bring a distinctly human touch to retirement planning that leads to genuine understanding, enthusiasm, and motivation on the part of plan participants. Visit us at 401kProsperity.com.
The Alliance for Healthy Youth and Planned Financial Services are separate, unaffiliated entities.
Investment advice and financial planning offered through Planned Financial Services, a Registered Investment Advisor, and separate entity from LPL Financial.