CLEVELAND, OHIO – (August 2023) – Planned Financial Services (PFS), a Registered Investment Advisor (RIA) located in Brecksville, Ohio is pleased to announce that Chelsea Hussey, CLU®, ChFC®, CFP® was recently selected as an LPL Achieve Rising Star. The Rising Star Women Advisor program is part of LPL Financial’s commitment to increase representation of women advisors within the organization and the industry. This year, LPL awarded 20 scholarships to promising women advisors. All winners receive an invitation to attend LPL’s exclusive women’s leadership forum and pre-program workshop, which will take place on October 16-18 at The Fairmont San Francisco.
“On behalf of our entire team at Planned Financial Services, I’m proud to congratulate Chelsea on this well-deserved honor,” said the firm’s president and founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA. “Securing a place among LPL’s most promising women advisors is a testament to her hard work, determination and ongoing commitment to making a difference in the lives of our clients and team members.”
Chelsea brings a broad range of experience to serving the firm’s high net worth and business owner clients in areas including wealth and retirement income planning, business succession, executive compensation, employee benefits, estate conservation and charitable giving. She plays an integral role in helping clients focus on ways to use their assets to support the goals that drive the most meaning and purpose in their lives as they pursue their individually defined Return on Life®.
About Planned Financial Services
Planned Financial Services is an independent Registered Investment Advisor (RIA) and wealth management firm located in Brecksville, Ohio. In addition to our strong presence in Northeast Ohio since 1994, we advise high net worth families and business owners in multiple 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 strategies that seek to accomplish 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.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets they serve*, supporting more than 21,000 financial advisors, including advisors at approximately 1,100 institution-based investment programs and at approximately 500 registered investment advisor ("RIA") firms nationwide. They are committed to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL Financial, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. Advisors have the freedom to manage their client relationships because they know their clients best. LPL Financial focuses on caring for their advisors, so advisors can take care of their clients.
*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report). No. 1 Independent Broker-Dealer in the U.S. (Based on total revenues, Financial Planning magazine 1996-2022). Among third-party providers of brokerage services to banks and credit unions, No. 1 in AUM Growth from Financial Institutions; No. 1 in Market Share of AUM from Financial Institutions; No. 1 in Market Share of Revenue from Financial Institutions; No. 1 on Financial Institution Market Share; No. 1 on Share of Advisors (2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report). Fortune 500 as of June 2021.
LPL and its affiliated companies provide financial services only from the United States.
Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.
Investment advice and financial planning offered through Planned Financial Services, a Registered Investment Advisor and separate entity from LPL Financial.