Cleveland, Ohio - (July 2024) – Return on Life® Wealth Partners is pleased to announce that Stephanie Perrone has joined our independent investment and wealth management team as Executive Assistant to President and Founder Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA. Stephanie is also our Director of First Impressions – the first person to welcome our clients, friends, and professional partners who call or visit our offices.
Stephanie assists our growing team of wealth advisors and associates in maintaining the firm’s customer relationship management system, running reports, conducting due diligence, and implementing social media and prospect outreach initiatives. With more than 20 years of experience in strategic planning and operational and administrative management, she has worked closely with senior executives at a variety of businesses, including the American Endowment Foundation, Univision Communications, Inc., and TrendFund Corporation. Stephanie earned her Bachelor of Arts in Radio, Television and Film from the New School for Social Research in New York City in 2000.
“We’re excited to welcome Stephanie to our growing team,” Fantozzi said. “I’m confident that her experience and contributions will further enhance our team’s ability to provide relevant, timely, and tailored strategies for families and business owners seeking to protect and grow their wealth and pursue the Return on Life® they desire.”
For 30 years, the Return on Life® Wealth Partners team has focused on providing each client with the benefit of their diverse perspectives and experience across multiple financial disciplines. The firm’s highly personalized Return on Life® approach has enabled the team to build lasting relationships with the high-net-worth families and business owners it serves in Northeast, Ohio and throughout the United States.
About Return on Life Wealth Partners
Return on Life Wealth Partners is the investment and wealth management division of Planned Financial Services, LLC, an independent Registered Investment Advisor (RIA) founded in 1994 with headquarters in Cleveland. The team provides comprehensive wealth planning services to individuals, families, and business owners. By examining clients’ lives before their money, Return on Life® aligns its advice with clients’ values. With access to its Complete Family Office (CFO)SM and Personal CFO™ services, Return on Life Wealth Partners aims to help clients achieve the milestones that matter most to them. This personalized approach also extends to the institutional and corporate retirement plan services available through 401(k) Prosperity.® For additional information, visit us at ReturnOnLifeWealth.com.
Investment advice offered through Planned Financial Services, LLC, a Registered Investment Advisor.
For additional information about the firm and our services, see our Disclosure Brochure (Form ADV Part 2A) and Customer Relationship Summary (Form CRS) brochure.
