CLEVELAND, OHIO – (November 2018) - Planned Financial Services, a Registered Investment Advisor (RIA) with offices in Brecksville and Beachwood, Ohio is pleased to announce that President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, was named a Medical Mutual Northeast Ohio 2018 Pillar Award for Community Service honoree in the category: Our Lady of the Wayside Nonprofit Board Executives of the Year Award. Fantozzi was selected based on his work as a board member and Chair of the Advancement Committee for Northeast Ohio’s not-for-profit, LifeAct®.
The Our Lady of the Wayside Nonprofit Board Executives of the Year Award honors contributions by for-profit business executives who serve on nonprofit boards. Seventy nominations were received for the Medical Mutual Northeast Ohio 2018 Pillar Award for Community Service; 20 honorees were selected overall, with 4 honorees chosen in the Our Lady of the Wayside Nonprofit Board Executives of the Year Award category.
“I’m deeply honored to be recognized for my contributions to LifeAct,” Fantozzi said. “As a father, this organization is near and dear to my heart. Suicide remains the second leading cause of death for teens and young adults between the ages of 14-24. Time and again, LifeAct has demonstrated that the ability to help children recognize the warning signs of depression and suicide in themselves and their friends is tremendously powerful in not only getting kids the help they need, but saving lives.”
Fantozzi played an integral role in the rebranding of LifeAct, as well as helping to develop and implement the organization’s formal growth strategy which is focused on identifying new donor channels and donor types and leveraging existing donors. For the past three years, he’s personally funded a local high school suicide prevention program for ninth graders, developed in conjunction with LifeAct. Frank will be formally honored at the Pillar Awards Ceremony the evening of December 6, 2018 at the LaCentre Conference & Banquet Facility in Westlake, Ohio.
LifeAct’s mission is to prevent suicide by teaching young people to recognize the warning signs of depression and suicidal behavior by providing students in schools throughout Northeast Ohio with the tools and resources required to get the professional help that they need and seek for themselves and others. Learn more at www.LifeAct.org.
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 and actionable. An approach which combines insightful analysis along with personalized financial strategies and objective investment advice. For additional information about PFS, please visit www.PlannedFinancial.com.
Planned Financial Services, Medical Mutual and LifeAct® are separate entities.
Investment advice offered through Planned Financial Services, a Registered Investment Advisor.