CLEVELAND, OHIO – (January 2019) - Planned Financial Services, a Registered Investment Advisor (RIA) with offices in Brecksville and Beachwood, Ohio is pleased to announce that Wealth Advisor, Dan Goldfarb, ChFC®, CRPC®, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.
Dan is a Chartered Financial Consultant® and Chartered Retirement Planning CounselorSM with more than ten years of experience helping clients align their values and goals with their financial assets through insightful financial and investment planning. His extensive experience working with business owners, executives, professionals and families helps clients pursue their objectives in the most tax-efficient manner in the key areas of wealth accumulation, investment allocation, business succession, executive compensation, estate conservation, charitable giving strategies, retirement and employee benefits.
“All of us at Planned Financial Services extend our congratulations to Dan. He is a testament to the value our team places on continually enhancing our skillsets for the benefit of our clients and fellow team members.” said Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, President and Founder of Planned Financial Services. “We believe 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.”
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
About the CFP Board
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 80,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.
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 30 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.