Stephanie Perrone Joins Return on Life® Wealth Partners Team
07/16/2024
Cleveland, Ohio - (July 2024) – Return on Life® Wealth Partners is pleased to announce that Stephanie Perrone has joined our independent investment and wealth management team as Executive...
Read More
Frank Fantozzi is Recognized as a 2024 Notable Leader in Finance by Crain’s Cleveland Business
05/16/2024
Cleveland, Ohio - (May 2024) – Return on Life Wealth Partners® is pleased to announce that President and Founder Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA has been named among Crain&rsquo...
Read More
Forbes Recognizes Cynthia Yang as a Best-In-State Women Wealth Advisor For Third Consecutive Year
02/26/2024
Cleveland, Ohio - (February 2024) – Return on Life Wealth Partners® is pleased to announce that Wealth Advisor, Cynthia Yang, CFA®, CAIA®, CIPM, has been recognized in this year&rsquo...
Read More
Return On Life Wealth Partners Is Named A Forbes Best-In-State Wealth Management Team
02/02/2024
Cleveland, Ohio - (February 2024) – Return on Life Wealth Partners® is pleased to announce that it has been named to the annual Forbes list of Best-in-State Wealth Management Teams* for 2024....
Read More
Return on Life Wealth Partners Named a Weatherhead 100 Company for 11th Time
11/02/2023
Cleveland, Ohio - (November 2023) – Return on Life Wealth Partners was named a Weatherhead 100 Enterprise company (in the category formerly known as Upstarts) for the 11th time by the Weatherhead...
Read More
Planned Financial Services changes its name to Return on Life Wealth Partners
10/02/2023
Wealth management advisory firm partners with clients to uncover their definition of fulfillment, help put them on track to pursue their life goals.
Cleveland, Ohio (Oct. 2, 2023) — Planned Financial...
Read More
Planned Financial Services Wealth Advisor Chelsea Hussey Is Named an LPL Rising Star
08/31/2023
CLEVELAND, OHIO – (August 2023) – Planned Financial Services (PFS), a Registered Investment Advisor (RIA) located in Brecksville, Ohio is pleased to announce that Chelsea Hussey, CLU®, ...
Read More
Planned Financial Services Wealth Advisor Danielle LeChard Receives CFP® Certification
08/24/2023
BRECKSVILLE, OHIO – (AUGUST 2023) – Planned Financial Services, a Registered Investment Advisor (RIA), is pleased to announce that Wealth Advisor Danielle LeChard, CFP®, recently earned...
Read More
Jennifer Damron Joins Planned Financial Services
06/07/2023
Cleveland, Ohio - (June 2023) – Planned Financial Services, a Registered Investment Advisor (RIA) based in Cleveland, Ohio, is pleased to announce that Jennifer C. Damron joined the independent financial...
Read More
Frank Fantozzi Recognized in Forbes as a 2023 Best-In-State Wealth Advisor
05/02/2023
Cleveland, Ohio - (May 2023) – Planned Financial Services President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, was recently ranked No. 50 in Ohio in the Forbes 2023 Best...
Read More
Cynthia Yang Named Among Forbes Best-In-State Women Wealth Advisors
04/20/2023
Cleveland, Ohio - (April 2023) – Planned Financial Services (PFS) Wealth Advisor Cynthia Yang, CFA®, (CAIA®), (CIPM) has been recognized for the second consecutive year among Forbes Top Women...
Read More
Frank Fantozzi is Honored as One of LPL Financial's Top Financial Advisors
02/15/2023
CLEVELAND, OHIO – (FEBRUARY 2023) – Planned Financial Services (PFS) President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, announces his inclusion in LPL’s Executive...
Read More
Planned Financial Services Is Awarded Weatherhead 100 Upstart for 10th Time
11/10/2022
CLEVELAND, OHIO – (November 2022) - Planned Financial Services (PFS), was named a Weatherhead 100 Upstart company for the tenth time by the Weatherhead School of Management, Case Western Reserve...
Read More
Planned Financial Services Holds Its 14th Annual Cleveland Economic Summit
10/11/2022
CLEVELAND, OHIO – (OCTOBER 2022) – Planned Financial Services (PFS), a Registered Investment Advisor (RIA) and independent wealth management firm located in Brecksville, Ohio, hosted clients...
Read More
Frank Fantozzi is Featured Panelist and Sponsor for the Smart Business Family Business Conference for 6th Consecutive Year
10/07/2022
CLEVELAND, OHIO – (OCTOBER 2022) – For the 6th consecutive year, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, President and Founder of Planned Financial Services, participated ...
Read More
401(k) Prosperity Certification for Fiduciary Excellence is Renewed by CEFEX
10/03/2022
CLEVELAND, OHIO – (OCTOBER 2022) – 401(k) Prosperity®, a division of Planned Financial Services in Cleveland, Ohio is honored to announce that CEFEX, the Centre for Fiduciary Excellence...
Read More
Chelsea C. Hussey, CLU®, ChFC®, CFP®, Joins Planned Financial Services as a Wealth Advisor
07/20/2022
CLEVELAND, OHIO – (JULY 2022) – Planned Financial Services (PFS), a Registered Investment Advisor (RIA) located in Brecksville, Ohio is pleased to announce that Chelsea C. Hussey joined the...
Read More
Danielle LeChard Joins Planned Financial Services as a Paraplanner
06/21/2022
CLEVELAND, OHIO – (JUNE 2022) – Planned Financial Services (PFS), a Registered Investment Advisor (RIA) located in Brecksville, Ohio is pleased to announce that Danielle LeChard joined...
Read More
Frank Fantozzi Earns Certified Exit Planning Advisor (CEPA) Designation
06/09/2022
CLEVELAND, OHIO – (JUNE 2022) – Planned Financial Services (PFS) is pleased to announce that President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, recently earned the ...
Read More
Frank Fantozzi is Recognized in Forbes as a Best-in-State Wealth Advisor for 5th Consecutive Year
04/20/2022
CLEVELAND, OHIO – (APRIL 2022) – Planned Financial Services (PFS) President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, was recently ranked No. 69 in Ohio in Forbes&rsquo...
Read More
Forbes Recognizes Cynthia Yang and Amy Valentine as Best-in-State Women Wealth Advisors
02/23/2022
Cleveland, Ohio - (February 2022) – Planned Financial Services Wealth Advisors Cynthia Yang, CFA®, (CAIA®), (CIPM) and Amy Valentine, CFP®, CFA®, have been recognized in this year&rsquo...
Read More