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Getting Frank

Frank

Getting Frank

Frank blogs about life, family and anything else on his mind on his personal blog. Come on by and have a discussion.

Getting Frank

If you would like to meet Frank in person you can schedule an appointment. You can also get more from Frank by subscribing to Planned Financial’s Newsletter and Market Updates.

Frank Fantozzi

FRANK FANTOZZI,
President and CEO

CPA, MT, PFS, CDFA, AIF,
LPL Investment Advisor Representative


Interesting Facts:

Handicap: Let's not go there
Hobby: Film and Acting
Unusual: Acted in a movie


 

 

 

 

 

Frank's FamilyFrank began his career in 1987 with Arthur Anderson, an international accounting firm where he became a Certified Public Accountant (CPA) in 1988. Frank’s tax and financial planning skills were honed during his years in the organization’s wealth management department.

Frank earned the AICPA's Personal Financial Specialist (PFS) designation and a Masters in Taxation degree (MT) from The University of Illinois. He also holds a CDFA (Certified Divorce Financial Analyst) from the IDFA (Institute for Divorce Financial Analysts) and the AIF (Accredited Fiduciary) from FI 360, an institution dedicated to prudent fiduciary practices.

He is a Registered Representative (Series 7), with LPL Financial and a branch manager for an Office of Supervisory Jurisdiction. He also holds his license in Life & Health Insurance.

Frank is a sought after speaker on a variety of financial topics and has been broadcast on both radio and TV. He is active and involved professionally in the American Institute of Certified Public Accountants (AICPA) where he is active on its tax and financial planning subcommittees; and in the International Association for Financial Planning (IAFP), CDFA, FI 360 and Entrepreneurs’ Organization.

Frank is involved in a number of civic and community-based organizations, including the United Way's Celebrity Alumni Golf Outing Committee, the Business Volunteers Unlimited (BVU), Legatus, and the Brecksville and Beverly Hills Chambers of Commerce. Frank is also the Director and a Travel Soccer Coach for the Brecksville Soccer Organization which he founded in 2006.

Frank lives with his wife Paulette and their two daughters, Natalie and Nicole. Born and raised in Cleveland, he is proud of and committed to his city and its surrounding communities.


The wealth consultants of Planned Financial Services, LLC are registered representatives with and securities are offered through LPL Financial. Member FINRA/SIPC.


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