Increasing Your Return on Life.®

Planned Financial Services Awarded Weatherhead 100 for 6th Time

Published: 09/19/2017

CLEVELAND, OHIO – (September 2017) - Planned Financial Services (PFS), was named a Weatherhead 100 Upstart company for the sixth time by the Weatherhead School of Management, Case Western Reserve University. Established in 1988, The Weatherhead 100 awards are the premier celebration of Northeast Ohio’s spirit of entrepreneurship and the companies leading the way in Northeast Ohio. Each year, the organization recognizes an elite group of companies who are the best example of leadership, growth and success in our region. Companies that make the list are recognized for their percent of revenue growth over the past five years. 

President and Founder, Frank Fantozzi attributes the firm’s ongoing success to the teamwork of its dedicated employees. “Our commitment to working together as a cohesive team to guide our clients toward the Return on Life® they desire is the hallmark of our success as a firm,” Fantozzi said. “Our team is consistently focused on finding ways to exceed client expectations in the delivery of objective, relevant and actionable advice while advancing our firm’s business goals.” 

PFS will be honored among its peers at a special black-tie event marking the 30th Annual Weatherhead 100 awards ceremony on November 30th at the Hilton Cleveland Downtown. 

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. Additionally, 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 proactive financial and investment advice that is relevant, objective, and actionable.  An approach which combines insightful analysis along with personalized financial strategies and investment advice. For additional information about PFS, please visit

Planned Financial Services and Weatherhead School of Management, Case Western Reserve University are separate entities. The Weatherhead 100, awarded to PFS in 2007, 2008, 2009, 2011, 2016, and 2017, is based on sales growth, employment of 15 or fewer employees, and/or companies with less than $1 million in net sales.

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