CLEVELAND, OHIO – (December 2020) – Planned Financial Services, the Brecksville, Ohio-based registered investment advisor (RIA), is pleased to announce that Wealth Advisor, Amy Valentine, CFA®, recently earned her CFP® certification. For more than 30 years, the CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to the CFP Board's ethical standards that require them to put their clients' interests first. Amy is also a CFA® charterholder and brings more than 15 years of experience in financial planning, portfolio management, manager due-diligence, investment research, and financial analysis to helping high-net-worth families and business owners pursue their Return on Life®.
“I speak for our entire team at Planned Financial Services in extending our congratulations to Amy on this accomplishment,” said firm founder and president, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®. “Amy’s hard work and diligence in obtaining her CFP® certification is a testament to the value our team places on continually enhancing our skillsets for the benefit of our clients and fellow team members.”
Fantozzi and his team at Planned Financial Services strive to help simplify the complex needs of business owners and high-net-worth families in the key areas of wealth accumulation, investment management, business succession, executive compensation, estate conservation, charitable giving, multigenerational planning, and retirement and employee benefits.
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 10 team members. Additionally, the firm provides individuals, families, and businesses access to a full suite of financial, advisory, investment and Complete Family Office (CFO)SM 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.