CLEVELAND, OHIO – (February 2022) – Planned Financial Services (PFS) Wealth Advisor Amy Valentine, CFP®, CFA®, was elected Board Vice President for Asian Services in Action (ASIA) in January 2022. Amy has been a member of the organization’s board since June 2021, serving on the Board and the Financial Committee. ASIA is the largest health and human services agency serving the Asian American/Pacific Islander (AAPI) community of Northeast Ohio.
The nonprofit organization runs two federally qualified health centers located in Cleveland and Akron, which specialize in linguistically and culturally competent care for immigrants and refugees. ASIA also provides all of the wraparound social services for the AAPI community to thrive in Northeast Ohio.
“Giving back to the communities where we live and work is a core value at Planned Financial Services,” said firm President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®. “We’re very proud to support Amy in her work with the ASIA board. This is a great organization and one that is making a real difference in the health and wellbeing of so many of our neighbors and friends throughout Northeast Ohio.”
Amy is a CFP® professional, a CFA® charterholder and a Wealth Advisor at Planned Financial Services, a Registered Investment Advisor (RIA) firm. She brings more than 15 years of experience in financial planning, portfolio management, manager due-diligence, investment research, and financial analysis to help women, families and business owners pursue a broad range of financial and lifestyle goals.
About Planned Financial Services
Planned Financial Services is an Ohio-based, independent financial planning and wealth management firm located in Brecksville, Ohio that focuses on high-net-worth business owners. The firm has had a strong presence in Northeast Ohio since 1994, advises clients in multiple states, and employs eight team members. Additionally, the firm provides individuals, families, and businesses access to a full suite of financial, advisory, investment, Complete Family Office (CFO)SM and Personal CFOTM services to help improve their Return on Life® through proactive financial and investment advice that is relevant, objective and actionable. This approach combines insightful analysis with personalized financial strategies and investment advice. For additional information about PFS, please visit PlannedFinancial.com.
Investment advice offered through Planned Financial Services, a Registered Investment Advisor.
Asian Services in Action (ASIA) and Planned Financial Services are separate, unaffiliated entities.