CLEVELAND, OHIO – (August 2020) – Planned Financial Services, a Registered Investment Advisor (RIA) located in Brecksville, Ohio is pleased to announce that Rebecca Dolar joined the independent financial and investment planning firm as executive assistant to the firm’s president and founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®. In addition to providing executive and administrative support, Rebecca will play an integral role in maintaining the firm’s customer relationship management system, conducting market and industry research, and assisting with social media initiatives and prospect outreach, among other responsibilities.
“We’re excited to welcome Rebecca to the team,” Fantozzi said. “Her extensive experience supporting day-to-day operations, marketing, and business administration in the insurance, healthcare, and financial services industries will further strengthen our ability to serve our growing client base.”
For more than 26 years, Planned Financial Services has provided tailored strategies for the unique challenges that high-net-worth families and business owners face as they seek to protect and grow their wealth, and pursue the Return on Life® they desire.
Prior to joining Planned Financial Services, Rebecca was the Director of Marketing and Events for R. Shea Brewing, LLC in Akron, Ohio. She graduated from Kent State University in Kent, Ohio, where she received her Bachelor of Arts in Public Communication and Sociology in 2011.
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.