Increasing Your Return on Life.®

Planned Financial Services Named Weatherhead 100 Upstart Award Recipient for 8th Time

Published: 11/05/2019

CLEVELAND, OHIO – (November 2019) - Planned Financial Services (PFS), was named a Weatherhead 100 Upstart company for the eighth 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. 

“Being recognized as one of Northeast Ohio’s leading companies for the eighth time is a great honor,” said Planned Financial Services President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®. “Our dedicated team works hard to achieve consistent year-over-year growth as we help our clients pursue the Return on Life® they desire. This award is a true testament to their daily contributions in delivering 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 at the 32nd Annual Weatherhead 100 Awards Ceremony on December 12th 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 21 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, 2017, 2018 and 2019, is based on sales growth, employment of 15 or fewer employees, and/or companies with less than $1 million in net sales. In 2019, 200 applicants applied for the award in three different award categories: Weatherhead 100 Upstart, Weatherhead 100 and Weatherhead 100 Centurion, with 29 awards granted in the Weatherhead 100 Upstart category. For more information, visit

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