CLEVELAND, OHIO – (October 2020) – For the fourth consecutive year, Planned Financial Services, the Brecksville, Ohio-based registered investment advisor (RIA) founded by its President, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, served as a sponsor and presenter at the 2020 Smart Business Smart Women Breakfast and Awards on Friday, October 9, 2020. The event was presented by Cuyahoga Community College and addressed issues facing women in and outside of the workplace.
“While this year’s event was held virtually for the first time, that did little to dampen the spirit or enthusiasm of attendees,” said Planned Financial Services Wealth Advisor Cynthia Yang, CFA®, CAIA®, CIPM. Yang was a presenter for the program’s “Progressive Entrepreneurs” award category.
“Each year we continue to be inspired by the success stories, as well as the challenges these accomplished women business leaders face,” Yang said. “This year has been especially poignant due to the uncertainty many have had to grapple with during the pandemic.”
“We extend our congratulations to the women business leaders who received awards this year, and to all of the accomplished attendees,” Fantozzi said. “Challenging times reinforce why it’s important for both men and women business owners to engage in initiatives like this that are committed to empowering women and reversing the adverse financial and economic impacts of gender inequality.”
Fantozzi and his team at Planned Financial Services strive to help simplify the complex needs of women business owners and high-net-worth families through services including Complete Family Office (CFO)SM and 401(k) Prosperity, and in the key areas of wealth accumulation, investment management, business succession, executive compensation, estate conservation, charitable giving, multigenerational planning, and retirement and employee benefits.
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 10 team members. Additionally, the firm provides individuals, families, and businesses access to a full suite of financial, advisory, investment and Complete Family Office (CFO)SM services to help improve their Return on Life® through proactive financial and investment advice that is relevant, objective, and actionable—an approach combining insightful analysis with personalized financial strategies and investment advice. For additional information about PFS, please visit PlannedFinancial.com.
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 separate entity from LPL Financial.