CLEVELAND, OHIO – (May 2019) - Planned Financial Services (PFS), a Registered Investment Advisor (RIA) with offices in Brecksville and Beachwood, Ohio is pleased to announce that Wealth Advisor, Cynthia Yang, CFA®, CAIA®, CIPM earned the Chartered Alternative Investment Analyst (CAIA®) designation. CAIA is the globally-recognized credential for professionals managing, analyzing, distributing, or regulating alternative investments.
Cynthia joined Planned Financial Services in 2012, bringing deep knowledge, insight, and expertise in equity valuation, independent investment research, risk management, and portfolio performance attribution analysis to the firm’s team and clients.
“I’m very pleased to congratulate Cynthia on her most recent achievement,” said Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, President and Founder of Planned Financial Services. “Her dedication to advancing our firm’s business goals is only surpassed by her commitment to exceeding client expectations while seeking to provide objective, timely, and actionable advice.”
“Cynthia’s ongoing commitment to advancing her knowledge in highly-technical and specialized areas of wealth planning really embodies our team philosophy and belief that a multi-disciplinary team approach is critical for helping our clients pursue the Return on Life® they seek for themselves, their businesses and their families,” Fantozzi added.
The CAIA Association established the CAIA designation as the benchmark for alternative investment education worldwide, to promote professional development through continuing education, innovative research, and thought leadership, to advocate for the highest standards of professional ethics, and to provide a network for industry professionals to connect globally.
CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.
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 21 states, and employs 10 team members. 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 a proactive approach that combines insightful analysis, personalized financial strategies and objective investment advice that is relevant and actionable. For additional information about PFS, please visit PlannedFinancial.com.