Cleveland, Ohio - (April 2025) – Return on Life® Wealth Partners is pleased to welcome Lesia A. Marshek to our growing registered investment advisor (RIA) firm. Lesia brings nearly 30 years of financial and client services experience to her role as a client liaison. She works closely with our team of wealth managers and associates to support a high-quality client experience through the delivery of timely, relevant, and proactive investment and wealth management services tailored to each client’s specific needs and preferences.
“On behalf of our team, I’m very pleased to welcome Lesia,” said the firm’s President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA. “We look forward to her contributions to our team and to helping our clients pursue the things that bring true meaning and purpose to their lives.”
Before joining Return on Life® Wealth Partners, Lesia spent eleven years as a financial analyst for an Akron, Ohio-based wealth management firm. She assisted the firm’s advisors and associates in meeting a broad array of client needs, including compiling financial analysis and reports, assisting with trade executions and investment account rebalancing, and serving as a liaison between clients and the firm’s broker-dealer. Prior to that, Lesia spent 17 years at GAIN Capital Securities, Inc. where she was a Registered Representative and Compliance Administrator in the brokerage firm’s Beachwood, Ohio office.
Lesia attended DeVry Institute of Technology in Columbus, Ohio where she focused on Computer Science.
About Return on Life Wealth Partners
Return on Life Wealth Partners is an independent Registered Investment Advisor (RIA) founded in 1994 with headquarters in Cleveland, Ohio. The team provides comprehensive wealth planning services to individuals, families, and business owners. By examining clients’ lives before their money, Return on Life® aligns its advice with clients’ values and aims to help clients achieve the milestones that matter most to them. This personalized approach also extends to the institutional and corporate retirement plan services available through 401(k) Prosperity®. For additional information, visit us at ReturnOnLifeWealth.com.
Investment advisory services offered through Planned Financial Services, LLC, dba Return on Life Wealth Partners, an SEC-Registered Investment Adviser.
For additional information about the firm and our services, see our Disclosure Brochure (Form ADV Part 2) and Customer Relationship Summary (Form CRS) Brochure.