CLEVELAND, OHIO – (September 2021) – Planned Financial Services, a Registered Investment Advisor (RIA) located in Brecksville, Ohio is pleased to announce that Alaina Maloney joined the independent financial and investment planning firm 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, Alaina will play 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.
“We’re excited to welcome Alaina,” Fantozzi said. “Her background in operations and administrative support, combined with her experience in marketing and sales, complements and strengthens our team resources and ability to serve our growing client base.”
For more than 26 years, Planned Financial Services has provided tailored strategies for the unique challenges that high-net-worth families and business owners face as they seek to protect and grow their wealth, and pursue the Return on Life® they desire.
Prior to joining Planned Financial Services, Alaina was the office manager at Campbell Landscaping and an account manager at Whitespace Creative, prior to that. She is also a former small business owner where she oversaw operations for a family-owned restaurant franchise.
About Planned Financial Services
Planned Financial Services is an Ohio-based, independent financial planning and wealth management firm located in Brecksville, Ohio that focuses on high-net-worth business owners. The firm has had a strong presence in Northeast Ohio since 1994, advises clients in multiple states, and employs 10 team members. Additionally, the firm provides individuals, families, and businesses access to a full suite of financial, advisory, investment, Complete Family Office (CFO)SM and Personal CFOTM services to help improve their Return on Life® through proactive financial and investment advice that is relevant, objective and actionable. This approach combines insightful analysis with personalized financial strategies and investment advice. For additional information about PFS, please visit PlannedFinancial.com.