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 welcome Joseph (Joe) M. Rogers, II as Finance and Operations Director. He reports to Planned Financial Services President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®. Joe will support and work collaboratively with the firm’s team of experienced wealth advisors and financial services professionals to ensure alignment between the firm’s operational and strategic initiatives across business functions, including client services, human resources, finance, marketing and sales, and information technology.
“We’re excited to welcome Joe to our growing team,” Fantozzi said. “Joe brings the unique mix of business management and operations expertise we’re looking for as we expand our footprint to serve a growing number of high-net-worth family and business clients, and their needs for timely, relevant, and actionable advice.”
“I look forward to working with Joe as we develop and implement the strategic initiatives that will continue to advance our firm’s business goals and build on our accomplishments over the past 25 years in providing strategic wealth planning, corporate retirement plan, and Complete Family Office (CFO)SM services,” Fantozzi said.
Before joining Planned Financial Services, Joe was the Operations Manager at WellCorp, Inc. in Solon, Ohio where he was responsible for developing and driving enterprise-wide initiatives leading to long-term operational excellence and business growth. Prior to that, he spent seven years working for some of Ohio’s most successful food and beverage industry manufacturers and distributors, holding positions including, Chief Operations Officer; Director of Sales, Customer Relations and Procurement; National Sales Manager; and Contract Business Manager. He brings a deep understanding of sales and marketing theories and practices, and advanced skills in operations management, strategic planning, contract negotiations and customer acquisition and care to his role as Finance and Operations Director at Planned Financial Services.
Joe earned his Bachelor of Science in Sports Administration and International Business in 2010 at Kent State University in Kent, Ohio.
To learn more about the Planned Financial Services team, visit PlannedFinancial.com/your-team/.
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.