CLEVELAND, OHIO – (November 2019) - Planned Financial Services (PFS), a Registered Investment Advisor (RIA) and independent wealth management firm with offices in Brecksville and Beachwood, Ohio, is pleased to announce that Wealth Advisor, Daniel (Dan) Goldfarb, CFP®, ChFC®, CRPC®, was recognized as the Solon Chamber of Commerce’s “Bright Star” for 2019. The Bright Star program, which is administered by the Northern Ohio Area Chambers of Commerce (NOACC), includes 38 chambers of commerce across Northern Ohio.
Each year, individual chambers recognize a member as their Bright Star, who has “made a significant impact on the chamber through membership, retention, sponsorship, economic development, operations and/or education.” Each Bright Star honoree must be an active chamber member for at least two years and “is likely to be an unsung hero or a dedicated behind-the-scenes volunteer.” Dan is a member of the Solon Chamber of Commerce in Solon, Ohio which consists of 398 members.
“On behalf of our entire team at Planned Financial Services, I’m proud to congratulate Dan on this well-earned and prestigious honor,” said Planned Financial Services President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®. “For many years, Dan has shared his time and talents in support of a wide variety of not-for-profit organizations, including the Solon Chamber of Commerce. I applaud Dan for his dedication.”
“As a team, we believe that giving back to the communities where we live and work is an integral part of our commitment to making a difference in the lives of our clients, the firms we partner with, and our shared communities,” Fantozzi added. “Not only does Dan embody this belief, he consistently leads by example.”
Dan was honored at the 12th Annual NOACC Chamber Bright Star Awards program, held on October 22, 2019 at LaCentre Conference and Banquet Facility in Westlake, Ohio. According to the NOACC, Bright Star honorees represent a wide range of involvement as volunteers with their respective chambers, some having been a member and or officer or committee chairman for 20+ years and some being newly involved but each of whom has given freely of his/her time, working hard for their chambers without any expectations.
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 that focuses on high-net-worth business owners. The firm has had a strong presence in Northeast Ohio since 1994, advises clients in 21 states, and employs 12 team members. Additionally, the firm provides individuals, families, and businesses access to a full suite of financial, advisory, investment and family office 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.