CLEVELAND, OHIO – (JUNE 2022) – Planned Financial Services (PFS), a Registered Investment Advisor (RIA) located in Brecksville, Ohio is pleased to announce that Vicki Giancola 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®, CEPA. In addition to providing executive and administrative support, Vicki is our “Director of First Impressions,” the first person our clients, friends and associates meet when calling or visiting our office. Vicki also assists in maintaining the firm’s customer relationship management system, running reports, conducting research, and implementing social media initiatives and prospect outreach, among other responsibilities.
“We’re excited to welcome Vicki to the team,” Fantozzi said. “Her extensive background in supporting day-to-day operations, marketing, and administration will further strengthen our ability to serve our growing client base.” For 28 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.
Vicki holds a Bachelor of Arts in Mathematical and Physical Sciences with a minor in Marketing and Advertising from The Ohio State University in Columbus, Ohio. She also completed the Teacher Educational Evening Licensure (TEEL) program available through Notre Dame College in South Euclid, Ohio.
About Planned Financial Services
Planned Financial Services is an independent financial planning and wealth management firm located in Cleveland, Ohio that employs a team approach to providing individuals, families, and businesses access to a full suite of financial, advisory, investment, Personal CFOTM , Complete Family Office (CFO)®and business exit planning services. The Registered Investment Advisor (RIA) has had a strong presence in Northeast Ohio since 1994 and advises clients in multiple states. The firm’s experienced team of wealth advisors is committed to helping clients improve their Return on Life® through insightful analysis and proactive advice that is personalized, relevant and actionable. For more information about PFS, please visit PlannedFinancial.com. In addition, 401(k) Prosperity®, the firm’s corporate retirement planning and institutional investment management division, focuses on best-in-class retirement plan fiduciary and investment oversight. To learn more, please visit 401kProsperity.com.