The Professional Me

Frank founded Planned Financial Services in 1994 to make a difference in the lives of families, business owners, and community leaders. After experiencing events that impacted his own family as well as family friends, Frank committed himself to creating a financial and investment management firm intended to assist clients in pursuing financial freedom and independence so they could experience the life they desired through access to greater choice and direction.

He began his career in 1987 with the international accounting firm Arthur Andersen, where he became a Certified Public Accountant (CPA) in 1988. Frank honed his tax and financial planning skills during his years in the organization’s tax and wealth management division. He earned the AICPA’s Personal Financial Specialist (PFS) designation and a Master of Science in Taxation (MST) from The University of Illinois.

Frank is also an Accredited Investment Fiduciary^® (AIF^®). In 2015, he was named a top U.S. Retirement Plan Adviser by the Financial Times¹. He is involved professionally with the American Institute of Certified Public Accountants (AICPA), where he is active on its tax and financial planning subcommittees; in the International Association for Financial Planning (IAFP); the Institute for Divorce Financial Analysts (IDFA); Fi360; Entrepreneurs’ Organization (EO); and the Entrepreneurs Master’s Program.

Frank is a sought after speaker on a variety of financial topics and has been broadcast on various radio and television outlets, including Fox Business News, CNBC, Wall Street Journal Radio, and Market Watch Morning Stock Talk. He has also been quoted and his opinions and advice published by the Associated Press, USA Today, Reuters, The New York Times, Dow Jones Newswires, and The Wall Street Journal, to name a few.

Additionally, Frank is involved in a number of civic and community-based organizations, including: LifeAct^®, where he is a board member as well as a member of its marketing and development committees; Business Volunteers Unlimited (BVU); the Northern Ohio Italian American Foundation (NOIA); and the Brecksville, Broadview Heights and Beverly Hills, CA Chambers of Commerce. Frank is an active business mentor for other business owners through Entrepreneurs Organization, and is involved in several civic initiatives to improve the surrounding community. Frank is also the founder, director, and a travel soccer coach for the Brecksville-Broadview Heights Soccer Organization, which he founded in 2006. He supports the Christian Children’s Fund, the Wounded Warrior Project, Defy, and other organizations focused on helping children and veterans.

Frank lives with his wife Paulette in Brecksville, Ohio, and has two daughters, Nicole and Natalie. Born and raised in Cleveland, Frank is proud of, involved in, and committed to his city and its surrounding communities.

Professional Designations & Credentials

• Certified Public Accountant (CPA)
• Master of Science in Taxation (MST)
• AICPA’s Personal Financial Specialist (PFS)
• Accredited Investment Fiduciary^® (AIF^®)
• Certified Divorce Financial Analyst (CDFA)
• Certified Exit Planning Advisor (CEPA)
• Life, Disability, Long Term Care & Health Insurance licenses

¹2015 Financial Times Top 401 Retirement Plan Advisers minimum criteria: financial advisors managing at least $25 million in defined contribution (DC) plan assets and for whom DC plans represent at least 20% of total AUM. Selected based on several criteria, including assets under management in defined contribution (DC) plans, degree of specialization in DC plan advising, growth in DC plan assets under management, growth in number of DC plans advised, average participation rate in advised DC plans, years of experience as a DC planner, industry certifications, and compliance record.

The Forbes Best-In-State Wealth Advisor 2023 ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. Wealth Advisor, Frank Fantozzi, ranked No. 50 in Ohio in 2023.

Third-party recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance results. These recognitions should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.