Ep86: Planned Financial

Frank Fantozzi founded Planned Financial Services in 1994 to make a difference in the lives of families, business owners, and community leaders. After experiencing events that impacted his own family as well as family friends, Frank committed himself to creating a financial and investment management firm intended to assist clients in pursuing financial freedom and independence so they could experience the life they desired through access to greater choice and direction. He began his career in 1987 with the international accounting firm Arthur Andersen, where he became a Certified Public Accountant (CPA) in 1988. Frank honed his tax and financial planning skills during his years in the organization’s tax and wealth management division. He earned the AICPA’s Personal Financial Specialist (PFS) designation and a Master of Science in Taxation (MST) from The University of Illinois. Frank is also an Accredited Investment Fiduciary® (AIF®). In 2015, he was named a top U.S. Retirement Plan Adviser by the Financial Times1. He is involved professionally with the American Institute of Certified Public Accountants (AICPA), where he is active on its tax and financial planning subcommittees; in the International Association for Financial Planning (IAFP); the Institute for Divorce Financial Analysts (IDFA); Fi360; Entrepreneurs’ Organization (EO); and the Entrepreneurs Master’s Program. Frank is a sought after speaker on a variety of financial topics and has been broadcast on various radio and television outlets, including Fox Business News, CNBC, Wall Street Journal Radio, and Market Watch Morning Stock Talk. He has also been quoted and his opinions and advice published by the Associated Press, USA Today, Reuters, The New York Times, Dow Jones Newswires, and The Wall Street Journal, to name a few. Additionally, Frank is involved in a number of civic and community-based organizations, including: LifeAct®, where he is a board member as well as a member of its marketing and development committees; Business Volunteers Unlimited (BVU); the Northern Ohio Italian American Foundation (NOIA); and the Brecksville, Broadview Heights and Beverly Hills, CA Chambers of Commerce. Frank is an active business mentor for other business owners through Entrepreneurs Organization, and is involved in several civic initiatives to improve the surrounding community. Frank is also the founder, director, and a travel soccer coach for the Brecksville-Broadview Heights Soccer Organization, which he founded in 2006. He supports the Christian Children’s Fund, the Wounded Warrior Project, Defy, and other organizations focused on helping children and veterans. Frank lives with his wife Paulette in Brecksville, Ohio, and has two daughters, Nicole and Natalie. Born and raised in Cleveland, Frank is proud of, involved in, and committed to his city and its surrounding communities. Listen to this insightful RIA episode with Frank Fantozzi about why he founded Planned Financial Services. Here is what to expect on this week’s show: - How having a holistic team is important for any financial planning. - Why the best way of acquiring new clients is through client referrals. - How it’s important for financial planners to use language everyone understands. - Why financial advisors must differentiate their business and know who their competitors are. - How most typical advisors only offer 60% of what Planned Financial Services offers. Connect with Frank: Links Mentioned: https://plannedfinancial.com/ Twitter https://twitter.com/plannedfinan Facebook https://www.facebook.com/PlannedFinancialServices LinkedIn linkedin.com/company/planned-financial-services