CLEVELAND, OHIO – (January 2018) - Planned Financial Services, a Registered Investment Advisor (RIA) with offices in Brecksville and Beachwood, Ohio is pleased to announce that Veronica Kalinski recently joined the independent financial and investment planning firm as a tax services coordinator. As an IRS Enrolled Agent (EA), Veronica brings seven years of experience as a tax practitioner to Planned Financial Services’ award-winning team.
“We’re very excited to welcome Veronica,” said Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, President and Founder of Planned Financial Services. “Tax preparation is a valuable service our clients rely on from our team of professional financial planners and wealth advisors. Taxes play a role in all aspects of financial planning, so it’s critical for our clients to be able to work with a cohesive team of advisors with a keen understanding of the challenges and complexities our clients face in pursuing the Return on Life® they desire.”
Veronica earned a Bachelor of Arts degree at the University of California Los Angeles (UCLA) in Psychology in 2001. She went on to earn five separate associates degrees from DeAnza College in Cupertino, CA in Business Information Systems; Accounting: General Practice; Accounting: Taxation; Environmental Studies: Energy Management; and Environmental Compliance & Pollution Prevention.
In 2003, Veronica was the first Student Associate in the Mission Society of Enrolled Agents, part of the California Society of Enrolled Agents. She is an active member of Ohio Society of Enrolled Agents and has been a member of the National Association of Enrolled Agents (NAEA) for three years. For three consecutive tax seasons, she has taught classes focused on educating volunteer student preparers with the IRS in conjunction with the Volunteer Income Tax Assistance (VITA) program.
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. The firm has had a strong presence in Northeast Ohio since 1994, advises clients in 28 states, and employs 10 team members. Additionally, the firm provides individuals, families, and businesses access to a full suite of financial, advisory and investment services working toward improving their Return on Life® through proactive financial and investment advice that is relevant, objective, and actionable. An approach which combines insightful analysis along with personalized financial strategies and independent investment advice.