Increasing Your Return on Life.®

Planned Financial Services Receives 9th Weatherhead 100 Upstart Award

Published: 11/11/2021

CLEVELAND, OHIO – (November 2021) - Planned Financial Services (PFS), was named a Weatherhead 100 Upstart company for the ninth 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 is a great honor, and something we work hard to achieve for the benefit of our clients, associates and community” said Planned Financial Services President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®. “This award is a true testament to the daily contributions of our dedicated team in delivering objective, relevant and actionable advice to help clients pursue the Return on Life® they desire, while advancing our firm’s business goals.”

PFS will be honored among its peers during a virtual celebration on December 9, 2021.

About Planned Financial Services

Planned Financial Services is an Ohio-based, independent financial planning and wealth management firm located in Brecksville, Ohio that focuses on high-net-worth business owners. The firm has had a strong presence in Northeast Ohio since 1994, advises clients in multiple states, and employs eight team members. Additionally, the firm provides individuals, families, and businesses access to a full suite of financial, advisory, investment, Complete Family Office (CFO)SM and Personal CFOTM services to help improve their Return on Life® through proactive financial and investment advice that is relevant, objective and actionable. This approach combines insightful analysis 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, 2019 and 2021 is based on sales growth, employment of 15 or fewer employees, and/or companies with less than $5 million in net sales. In 2021, 125 applicants applied for the award in three different award categories: Weatherhead 100 Upstart, Weatherhead 100 and Weatherhead 100 Centurion, with 17 awards granted in the Weatherhead 100 Upstart category. For more information, visit

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