Planned Financial Services in the News
- U.S. News & World Report
08/14/2020 - Cleveland.com
07/14/2020 - Advisory Cloud
05/20/2020 - Investment News
09/07/2019 - Frank Fantozzi is Panelist at Smart Business Family Business Conference
09/10/2015
Press Releases
- Jennifer Damron Joins Planned Financial Services
06/07/2023 - Frank Fantozzi Recognized in Forbes as a 2023 Best-In-State Wealth Advisor
05/02/2023 - Cynthia Yang Named Among Forbes Best-In-State Women Wealth Advisors
04/20/2023 - Frank Fantozzi is Honored as One of LPL Financial's Top Financial Advisors
02/15/2023 - Planned Financial Services Is Awarded Weatherhead 100 Upstart for 10th Time
11/10/2022
Upcoming Events
- Check back soon for upcoming events.