Increasing Your Return on Life.®

Planned Financial Services Selected as Upstart Winner for the 2016 Weatherhead 100

Published: 09/16/2016

CLEVELAND, OHIO – (September 2016) -  Planned Financial Services (PFS), for the fifth time, was named a Weatherhead 100 Upstart company, being recognized as one of the 100 fastest-growing companies in Northeast Ohio. The Weatherhead 100 was established to celebrate the strength and spirit of entrepreneurship of companies headquartered in the region. This year’s winners were evaluated on revenue growth from 2011 to 2015 and will also be listed in a special issue of Community Leader Magazine.

President and Founder, Frank Fantozzi attributes the firm’s success to the teamwork of its dedicated employees whose main focus is to provide financial simplicity to their long-standing clients. He is a firm believer in the old African proverb: If you want to go fast, go alone. If you want to go far, go together. “This is true of how the PFS team works together and how we help guide our clients toward the Return on Life® they desire, Fantozzi said.

PFS will be honored among its peers and other professionals at the Weatherhead 100 awards ceremony on Thursday, December 1, 2016 in the Superior Ballroom 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 that combines insightful analysis along with personalized financial strategies and investment advice. For additional information about PFS, please visit

For more information about the many services offered by PFS, contact Frank Fantozzi at or by phone at 440.740.0130 x. 222.

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