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 Wealth Advisors Best-In-State. The special report identifies U.S.-based female financial advisors who are leading the way in offering best practices and providing high-quality experiences for their clients, according to Forbes.
The annual list is compiled by Forbes with insights from SHOOK Research. Advisors are selected based on quantitative and qualitative data, and are assessed on a variety of criteria, including in-person interviews, years of experience, compliance records and assets under management.*
“On behalf of our team, I’m pleased to congratulate Cynthia on this well-deserved honor,” said Planned Financial Services President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, “This is a testament to the hard work, deep knowledge, insight and leadership she brings to our team and our clients as we seek to deliver personal, relevant and actionable advice to help business owners and high-net-worth families pursue the Return on Life® they desire.”
Cynthia is a CFA® charterholder, a CAIA® charterholder and holds a Certificate in Investment Performance Management (CIPM). Cynthia leads the PFS Investment Committee where she is responsible for conducting investment due diligence research, and constructing, reviewing and adjusting the firm’s PFS Strategic Portfolios with a focus on equity valuation, independent investment research, risk management and portfolio performance attribution analysis.
View the full list here: Forbes 2023 Top Women Wealth Advisors Best-In-State.
About Planned Financial Services
Planned Financial Services is an independent Registered Investment Advisor (RIA) and wealth management firm located in Cleveland, Ohio. In addition to our strong presence in Northeast Ohio since 1994, we advise high net worth families and business owners in 22 states and employ 11 team members. We believe wealth well lived is more important than wealth earned. While others look at your money first, we look at your life first, through our distinct Return on Life® approach that aligns each client’s values and purpose with what matters most to them. We seek to help clients gain a greater sense of personal fulfillment in their lives by providing insightful financial analysis; proactive investment advice that is relevant and actionable; personalized financial, tax, estate, and charitable strategies; and access to our full suite of Complete Family Office (CFO)SM and Personal CFOTM services. In addition, 401(k) Prosperity®, the corporate retirement planning and institutional investment management division of Planned Financial Services, focuses on best-in-class retirement plan fiduciary and investment oversight. For additional information, please visit PlannedFinancial.com and 401kProsperity.com.
*The Forbes ranking of America’s Top Women Wealth Advisors Best-in-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
Investment advice offered through Planned Financial Services, a Registered Investment Advisor.
Financial Planning offered through Planned Financial Services, a Registered Investment Advisor and a separate entity from LPL Financial.
Forbes, SHOOK Research and Planned Financial Services are separate, unaffiliated entities.
This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Planned Financial Services does not pay a fee to Forbes in exchange for inclusion in the Top Women Wealth Advisors list.
For additional information regarding Ms. Yang, please request a copy of the Form ADV Brochure Supplement, which provides information about Ms. Yang, and supplements the Planned Financial Services, LLC Brochure. Additional information about Ms. Yang is available on the SEC’s website at www.adviserinfo.sec.gov. The searchable IARD/CRD number is 6017690. For additional information regarding Mr. Fantozzi, the searchable IARD/CRD number for Mr. Fantozzi is 2441945.