CLEVELAND, OHIO – (October 2018) - Planned Financial Services, a Registered Investment Advisor (RIA) with offices in Brecksville and Beachwood, Ohio is pleased to announce that Ashley Benton-Cooper recently joined the independent financial and investment planning firm as a client liaison and compliance specialist. Planned Financial Services brings a keen understanding of the unique challenges affluent families and business owners face as they seek to protect and grow their wealth.
“Ashley’s strong background in the areas of client service, relationship management, and compliance is a valuable combination for our firm and our clients. The families and businesses we serve rely on our deep experience in all of these areas from our team of professional financial planners and wealth advisors as they pursue the Return on Life® they desire,” said Frank Fantozzi, CPA, RIA, MST, PFS, CDFA, AIF®, President and Founder of Planned Financial Services. “As a client liaison and compliance specialist, Ashley will play an integral role in client onboarding and servicing, as well as firm administration, process management and compliance oversight to help ensure a consistently exceptional experience for each client.”
Ashley began her financial services career shortly after earning her Bachelor of Science in Accounting (BSA) and Bachelor of Business Administration (BBA) in Finance from the University of Akron in Akron, Ohio where she resides. She holds her Life, Health and Variable Annuity Insurance licenses and is long-term care certified.
About Planned Financial Services
Planned Financial Services is an Ohio-based, independent financial planning and wealth management firm with offices in Brecksville and Beachwood, Ohio. The firm has had a strong presence in Northeast Ohio since 1994, advises clients in 30 states, and employs 10 team members. Additionally, the firm provides individuals, families, and businesses access to a full suite of financial, advisory and investment services to help improve their Return on Life® through proactive financial and investment advice that is relevant, objective, and actionable. An approach which combines insightful analysis along with personalized financial strategies and unbiased investment advice.