CLEVELAND, OHIO – (JULY 2022) – 401(k) Prosperity®, the corporate retirement planning and institutional investment management division of Planned Financial Services (PFS), a Registered Investment Advisor (RIA), is pleased to announce that Mike Rinaldi, AIF®, CEBS, MBA joined the team as a retirement plan advisor. For more than two decades, Mike has helped business owners and organizations of all sizes to develop and manage customized retirement plan solutions.
“We’re pleased to welcome Mike to our growing 401(k) Prosperity team,” said the firm’s president and founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA. “As a dedicated retirement plan advisor, he brings a deep level of industry knowledge and experience that the business owners we work with expect as we seek to replace complexity with simplicity in the design, management and fiduciary oversight of customized retirement plan solutions.”
Prior to joining 401(k) Prosperity, Mike was Regional Sales Director at Lincoln Financial Services, where he was responsible for new business development, client relationship management and dynamic retirement plan solutions for the firm’s defined contribution and defined benefit markets throughout Ohio. Previously, he was the longest tenured Regional Sales Director at The Hartford when the company was acquired by MassMutual. He began his career in retirement plan services at Manulife Financial (John Hancock).
Mike earned a Bachelor of Science in Business Administration in Marketing from the University of Alabama and a Master of Business Administration from the University of Dayton. He holds an Executive Certificate in Financial Planning from John Carroll University and earned his Certified Employee Benefit Specialist (CEBS) designation through the International Foundation of Employee Benefit Plans and The Wharton School of Business. He received his Accredited Investment Fiduciary® (AIF®) designation from Fi360, which attests to his knowledge of fiduciary practices and ERISA requirements for employer-sponsored retirement plans.
About Planned Financial Services and 401(k) Prosperity®
Planned Financial Services is an independent financial planning and wealth management firm located in Cleveland, Ohio that employs a team approach to providing individuals, families, and businesses access to a full suite of financial, advisory, investment, Personal CFOTM , Complete Family Office (CFO)® and business exit planning services. The Registered Investment Advisor (RIA) has had a strong presence in Northeast Ohio since 1994 and advises clients in multiple states. The firm’s experienced team of wealth advisors is committed to helping clients improve their Return on Life® through insightful analysis and proactive advice that is personalized, relevant and actionable. For more information about PFS, please visit PlannedFinancial.com.
401(k) Prosperity, the firm’s corporate retirement planning and institutional investment management division, focuses on best-in-class retirement plan fiduciary and investment oversight. 401(k) Prosperity seeks to create Simplicity in a Complex World® through an approach that transcends mechanical solutions and traditional methodologies to bring a distinctly human touch to retirement planning that leads to genuine understanding, enthusiasm, and motivation on the part of plan participants. To learn more, please visit 401kProsperity.com.