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Planned Financial Services Holds Its 14th Annual Cleveland Economic Summit

Published: 10/11/2022

CLEVELAND, OHIO – (OCTOBER 2022) Planned Financial Services (PFS), a Registered Investment Advisor (RIA) and independent wealth management firm located in Brecksville, Ohio, hosted clients, business leaders and friends of the firm at The 14th Annual Cleveland Economic Summit on September 22, 2022. The late afternoon event, which seeks to provide Ohio business owners, taxpayers and investors with insightful information and perspectives on the financial markets, local economy and geopolitical events was held at the Cleveland Botanical Garden - Woodland Hall. The event opened with a networking and cocktail hour, followed by two keynote speakers, economist Dr. Jeffrey Roach and renowned Cleveland storyteller Dan Ruminski.

PFS President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, delivered introductory remarks, followed by a presentation from Dr. Jeffrey Roach, Vice President, Chief Economist Investor & Investment Solutions at LPL Financial. Dr. Roach spoke on what business owners, investors and taxpayers can expect from the markets and economy in the coming months. Dr. Roach’s presentation slides are available at this link: Economic Update September 2022.

Dan Ruminski, The Cleveland Storyteller, shared captivating tales of Cleveland’s past and the families and business leaders who contributed to the city’s history and growth. Q&A sessions followed each speaker presentation and event attendees had an additional opportunity to engage with the speakers at the close of the formal program. Guests also had an opportunity to tour The Cleveland Botanical Garden which remains open late on Thursday evenings.

“Our team looks forward to connecting with longtime clients, friends, and business associates at this event each year, and to welcoming many new faces into the fold,” Fantozzi said. “The annual Economic Summit provides a great opportunity for local business leaders to network and share their experiences while gaining important perspective on what they should be thinking about in the coming months as they’re planning and adjusting their growth strategies.”

Click on the following links to access recordings of the live event:

The 14th Annual Cleveland Economic Summit: Dr. Jeffrey Roach

The 14th Annual Cleveland Economic Summit: Dan Ruminski

About Planned Financial Services

Planned Financial Services is an independent financial planning and wealth management firm located in Cleveland, Ohio that employs a team approach to providing individuals, families, and businesses access to a full suite of financial, advisory, investment,  Personal CFOTM ,  Complete Family Office (CFO)®  and business exit planning services. The Registered Investment Advisor (RIA) has had a strong presence in Northeast Ohio since 1994 and advises clients in multiple states. The firm’s experienced team of wealth advisors is committed to helping clients improve their Return on Life® through insightful analysis and proactive advice that is personalized, relevant and actionable. For more information about PFS, please visit In addition, 401(k) Prosperity®, the firm’s corporate retirement planning and institutional investment management division, focuses on best-in-class retirement plan fiduciary and investment oversight. To learn more, please visit


Dr. Jeffrey Roach, LPL Financial, Dan Ruminski and Planned Financial Services are all separate, unaffiliated entities.

Investment advice offered through Planned Financial Services, a Registered Investment Advisor.

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.

Financial Planning offered through Planned Financial Services, a Registered Investment Advisor and a separate entity from LPL Financial. 

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