The Professional Me
Rebecca joined the Planned Financial Services team in 2020 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 plays 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.
She brings extensive experience in coordinating, planning, and supporting daily operational, administrative, and marketing functions in the insurance, healthcare, and financial services industries. Prior to joining Planned Financial Services, Rebecca was the Director of Marketing and Events for R. Shea Brewing, LLC in Akron, Ohio.
Rebecca graduated from Kent State University in Kent, Ohio, where she received her Bachelor of Arts in Public Communication and Sociology in 2011.
She lives in Wadsworth, Ohio with her husband and their two young sons, Jackson and Joseph, and their two rescue cats.
The Personal Me
Born in Parma, Ohio, Rebecca enjoys a broad range of outdoor activities, including hiking, kayaking, and running, and participates annually in the Akron Marathon Race Series. While she’s an avid Pittsburgh Penguins, Columbus Blue Jackets, and Cleveland Indians fan, she’s most passionate about whichever teams her children are playing for at the time.
When she’s not working or spending time outdoors with her family, the mother of two enjoys reading and sharing a craft beer or two with her husband, Jesse. And while retirement is still a long way off, the couple already have plans to hike the Appalachian Trail when they retire.
Little known fact: On average, Rebecca reads 100 books a year, including ebooks, audiobooks, and those borrowed from her local library.