BRECKSVILLE, OHIO – (AUGUST 2023) – Planned Financial Services, a Registered Investment Advisor (RIA), is pleased to announce that Wealth Advisor Danielle LeChard, CFP®, recently earned her CERTIFIED FINANCIAL PLANNER™ certification. For more than 30 years, the certification has been considered the standard of excellence for financial planners. In addition to meeting extensive training and experience requirements, CFP® professionals commit to the CFP Board's ethical standards that require them to put their clients' interests first.
“On behalf of our team at Planned Financial Services, I’m pleased to congratulate Danielle on this significant accomplishment,” said firm founder and president, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA. “Her hard work and persistence in obtaining this certification is a testament to her commitment to help provide our clients with measurable value across every aspect of their wealth management experience as they pursue the Return on Life® they desire.”
Danielle joined the independent financial and investment planning team in 2022, where she develops customized financial strategies aligned with each client’s life goals in areas including wealth accumulation, investment management, business succession, executive compensation, estate conservation, charitable giving, retirement and multigenerational planning.
Prior to joining Planned Financial Services, Danielle was a Private Client Associate at Bernstein Private Wealth Management, a division of Alliance Bernstein. Before that, she was a Senior Client Operations Representative at The Bank of New York Mellon Corporation, commonly known as BNY Mellon, and a Personal Banker at PNC Bank. She received her Bachelor of Science in Business Management from Franciscan University of Steubenville, Ohio in 2017.
About Planned Financial Services
Planned Financial Services is an independent Registered Investment Advisor (RIA) and wealth management firm located in Brecksville, Ohio. In addition to our strong presence in Northeast Ohio since 1994, we advise high net worth families and business owners in multiple states and employ 11 team members. We believe wealth well lived is more important than wealth earned. While others look at your money first, we look at your life first, through our distinct Return on Life® approach that aligns each client’s values and purpose with strategies that seek to accomplish what matters most to them. We seek to help clients gain a greater sense of personal fulfillment in their lives by providing insightful financial analysis; proactive investment advice that is relevant and actionable; personalized financial, tax, estate, and charitable strategies; and access to our full suite of Complete Family Office (CFO)TM and Personal CFOTM services. In addition, 401(k) Prosperity®, the corporate retirement planning and institutional investment management division of Planned Financial Services, focuses on best-in-class retirement plan fiduciary and investment oversight. For additional information, please visit PlannedFinancial.com and 401kProsperity.com.
Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.
Investment advice and financial planning offered through Planned Financial Services, a Registered Investment Advisor and separate entity from LPL Financial.
Certified Financial Planner (CFP®). Individuals who hold the CFP® designation have completed coursework on financial planning through a CFP Board Registered Program and hold a bachelor’s degree or higher from an accredited college or university. In addition, individuals have completed 6,000 hours of professional experience related to financial planning processes. In connection with the ethics requirements, these individuals adhere to high ethical and professional standards for the practice of financial planning, and act as a fiduciary when providing financial advice to the client, always putting their best interest first. The issuing organization is CFP Board. For additional information about Ms. LeChard, please request a copy of the Form ADV Part 2B Brochure Supplement.
