Increasing Your Return on Life.®

Planned Financial Services' Frank Fantozzi Named "Northeast Ohio Smart 50 Honoree"

Published: 06/06/2019

CLEVELAND, OHIO – (June 2019) - Planned Financial Services, a Registered Investment Advisor (RIA) with offices in Brecksville and Beachwood, Ohio is pleased to announce that President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, was named among Northeast Ohio’s top executives for 2019. Since 2014, the Corporate College Smart 50 Awards, presented by Smart Business recognizes the top executives of the 50 smartest companies in the region for their ability to effectively build and lead successful organizations. Out of 90 nominations received; 50 awards were granted.

Fantozzi was recognized for his leadership as a business owner and entrepreneur, as well as his long history of service to the greater-Cleveland community. The award program considers how organizations develop and bring to market new products, services and solutions; how these services, products and solutions benefit clients, the organization, its employees, investors and other constituents; and how the combination of innovation and impact lead to a sustainable, scalable business that develops and fosters community.

“It’s a tremendous honor to be named among Northeast Ohio’s 50 smartest companies,” Fantozzi said. “I share this honor with my team of experienced advisors and client liaisons who work “smart” each day to place our clients’ needs first, while delivering an exceptional experience to the business owners and families we serve.”

“Each day we strive to help clients improve their Return on Life® by providing advice that is not only relevant to their situations and circumstances, but proactive in seeking to anticipate challenges that can impact our clients,” Fantozzi added. “This requires our advisors and associates to apply deep knowledge across multiple financial disciplines, and a high degree of coordination and communication to develop strategies for the complex needs many of our clients face to help them get to where they want to be.”

All 50 winners will be honored at a special celebration, on June 27, 2019, at Executive Caterers at Landerhaven, and in a special editorial report in the June edition of Smart Business Cleveland and Smart Business Akron. Additionally, all guests will be treated to a keynote address on what it takes to lead a successful “smart” company.

About the Smart 50 Awards 

The Smart 50 Awards currently takes place in the cities of ClevelandColumbus and Pittsburgh. Eligible Smart 50 nominees must be a top executive of an organization with a physical office in their award region.

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 21 states, and employs 10 team members. 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 a proactive approach that combines insightful analysis, personalized financial strategies and objective investment advice that is relevant and actionable. For additional information about PFS, please visit www.PlannedFinancial.com.

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