The Professional Me
Vicki joined the Planned Financial Services team in 2022 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.
In addition to her strong skills in the areas of project, personnel and budget management, she has experience in the planning, oversight and execution of a variety of administrative and operational functions in both the for-profit and not-for-profit sectors.
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.
The Personal Me
Vicki enjoys spending time with her family, playing golf and basketball, watching TV, travelling, and just chilling at the beach. Fitness has been a lifelong passion, dating back to her days as a competitive gymnast. As the former owner of Barre 3 Solon in Solon, Ohio, she is a certified barre, spin and group fitness instructor, which helps to provide a healthy balance for one of her other passions—cooking.
A native of Ohio, Vicki is a devoted Ohio State Buckeyes, Guardians and Cleveland Cavalier’s fan. When she’s not working out or watching sports, she can often be found volunteering at St. Malachi parish, the Greater Cleveland Food Bank or the Gilmore Academy Women’s Club. She is also an active member of the Gesu Parent Teacher Organization and is working on her certification to become a Cancer Exercise Specialist®.
Vicki and her husband, Mike, reside in University Heights, Ohio with their two sons, Vince and Victor, and Brutus—the family’s beloved Chocolate Labradoodle.
Little known fact: Vicki is a two-time breast cancer survivor (within a 10-year period), which has taught her the importance of never giving up and continuing to believe that you can get through difficult or challenging times. She is an advocate for breast cancer awareness and early detection, especially for young women where resources and services are often lacking.
Phone: 440.740.0130 x223
Email: Vicki@PlannedFinancial.comSend a Message