CLEVELAND, OHIO – (November 2022) - Planned Financial Services (PFS), was named a Weatherhead 100 Upstart company for the tenth time by the Weatherhead School of Management, Case Western Reserve University. Established in 1988, The Weatherhead 100 awards are the premier celebration of Northeast Ohio’s spirit of entrepreneurship and the companies leading the way in Northeast Ohio. Each year, the organization recognizes a group of companies who represent examples of leadership, growth and success in our region. In addition, companies that make the list are recognized for their percent of revenue growth over the past five years.
“This is a great honor shared by each member of our experienced team,” said Planned Financial Services President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA. “It attests to our team’s consistent focus on finding ways to exceed client expectations in delivering personalized, relevant and actionable advice as we seek to help business owners and high net worth families pursue the Return on Life® they desire, while advancing our firm’s business goals.”
PFS will be honored among its peers at the Weatherhead 100 Gala celebration on December 8, 2022.
About Planned Financial Services
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. In addition, 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. To learn more, please visit 401kProsperity.com.
Planned Financial Services and Weatherhead School of Management, Case Western Reserve University are separate entities. The Weatherhead 100, awarded to PFS in 2007, 2008, 2009, 2011, 2016, 2017, 2018, 2019, 2021 and 2022 is based on sales growth, employment of 15 or fewer employees, and/or companies with less than $5 million in net sales.
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.