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Frank Fantozzi | Walter Moore | Jeremy Bok | Sarah Horrigan
Cynthia Yang | Michelle Velotta | Judith Tolve
FRANK FANTOZZI, President and CEO
CPA, MT, PFS, CDFA, AIF
LPL Investment Advisor Representative
"When a new client said,
'My former advisor did not understand the value we put on our money...only [his] own idea of how money should be dealt with.'
I knew there was a need for advisors who listen without judging, who could help clients achieve their ends on their own terms and in line with their values. At PFS, we understand that this is your life. You use your money to plan the life you want for yourself and your loved ones. It has to be your way, or it won't work."
Frank 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.
WALTER MOORE, CFP
Vice President – Wealth Advisor
LPL Investment Advisor Representative
"Clients must have clarity about where they are today, where they want to go, and what may derail their plans along the way. Clarity leads to understanding and, ultimately, wise decisions in pursuit of one's goals."
Walt has been a Wealth Advisor since 1996 and has supervised investment portfolios through extreme bull and bear markets. He has gained tremendous insight through this period and developed strong convictions concerning investment discipline, opportunity, and risk management.
Walt is a collaborative advisor working in the broad areas of estate and financial planning, retirement distribution planning, investment management, risk management, and various concierge services. He excels at reducing the complex to capture opportunity, while minimizing exposure to financial hazards.
Walt earned his Certified Financial Planner(TM) (CFP) designation in 1998. He is a Registered Representative (Series 7, 22 and 66) with LPL Financial and an Investment Advisor Representative. A graduate of the Wealth Coach Program from the Legacy Companies, he also holds a license for life insurance. Baldwin-Wallace is his alma mater where he earned a BA in Finance.
Walt is a member of The Financial Planning Association of North East Ohio, the National Center for Employee Ownership (NCEO), and the Northern Ohio Planned Giving Council (NOPGC). He resides in Olmsted Falls with his wife Christine and two sons, Alex and Ryan.
The wealth consultants of Planned Financial Services, LLC are registered representatives with and securities are offered through LPL Financial. Member FINRA/SIPC.
JEREMY BOK, CPA, PFS
Vice President – Wealth Advisor
LPL Investment Advisor Representative
"Particulars are not to be examined before the whole has been surveyed. Proportion your expenses to what you have, not what you expect."
Jeremy began his career with us part time while attending college. After three years in public accounting at a regional firm where he became a Certified Public Accountant (CPA) in 1999, Jeremy returned to PFS full time in 2001.
Jeremy is a senior wealth advisor managing our clients' financial and tax goals through investment management, risk management, estate and financial planning, and general financial consulting. Jeremy develops plans and cares for clients with the careful eye of an auditor, making sure plans stay on track and clients stay on track with their plans.
Jeremy earned the AICPA's Personal Financial Specialist (PFS) Designation in 2004. He is a Registered Representative (Series 7 and Series 66) with LPL Financial and also holds a license in Life, Health & Disability Insurance. Jeremy is also working towards certification as a Chartered Financial Consultant (ChFC).
Jeremy serves as the President of the Board of the Cleveland Christian Home and Vice President of the Board of the Community Care Network. He has also served as the Chairperson for the Technical Forum Committee in the Cleveland Chapter of the Ohio Society of Certified Public Accountants (OSCPA) for three years. He is currently a member of the Ohio Society of Certified Public Accountants (OSCPA) and the American Institute of Certified Public Accountants (AICPA). Baldwin Wallace is Jeremy's alma mater where he earned a Bachelor's degree in Accounting & Finance.
Jeremy resides in Avon with his wife, Jackie and their two daughters, Skylar and Sydne.
The wealth consultants of Planned Financial Services, LLC are registered representatives with and securities are offered through LPL Financial. Member FINRA/SIPC.
SARAH HORRIGAN
Client Service Liaison
“There are no traffic jams along the extra mile.” – Roger Staubach
Sarah’s professional career in the insurance industry spans nearly 10 years. She brings her vast client service experience to Planned Financial Services as your Client Service Liaison. Her focus is to provide first class client care while bringing forth a wealth of knowledge and enthusiasm. Sarah is attentive to client needs and spends the time necessary to listen ensuring that processes run smoothly. This results in the efficient and timely completion of client services including assisting in the execution of investment and insurance related issues.
Sarah holds the series 6 securities registration with LPL Financial and has an Ohio Health, Life, and Annuity license. She completed her undergraduate degree in business at the University of Toledo in 1999 and received her MBA from Cleveland State University in 2006. Sarah resides in Medina with her husband, Jason and their son Jonah.
Securities offered through LPL Financial. Member FINRA/SIPC.
CYNTHIA YANG
Wealth Advisor Assistant
“Cherish the problems and tensions coming from different streams of your life. Eventually these will become your fortune in life and lead you to better success.”
Cynthia began her career with PFS in 2012 as a Wealth Advisor Assistant. She brings to our team her knowledge in equity valuation, investment research, and risk management with her multi-cultural background. She provides support to the Senior Wealth Advisors on an array of client issues. Cynthia’s role includes independent investment research, investment recommendations, and portfolio performance attribution analysis. Additionally, she will assist in corporate qualified plan reviews.
Cynthia passed three levels of the Chartered Financial Analyst (CFA) exam in 2011 and will be eligible for the full charter upon completion of the required work experience. She is a member of Golden Key International Honorary Society.
Prior to joining PFS, Cynthia was a tutor for three years at the University of Adelaide Business School in Australia. She earned her Bachelor’s degree in Management at Beijing Wuzi University in 2001 and received her Master’s in Accounting and Finance from the University of Adelaide in 2008.
Cynthia resides in Cleveland with her husband Eric.
MICHELLE VELOTTA
Marketing Coordinator
"You have to set goals that are almost out of reach. If you set a goal that is attainable without much work or thought, you are stuck with something below your true talent and potential." – Steve Garvey
Michelle began with PFS in 2004 as temporary help while we were making our transition to LPL Financial. Formerly a legal assistant for eight years and a stay-at-home mom for ten, we found Michelle’s personality and skills to be a great fit within our firm. She officially joined our Client Service Team in 2005 and manages our marketing, advertising and public relations initiatives, as well as organizing special events and handling a wide variety of key administrative tasks.
Michelle is a notary public for the State of Ohio. She resides in Broadview Heights with her two children, Samantha and Marco.
JUDITH TOLVE
Accounting Manager
"Try to learn something about everything and everything about something." – Thomas Henry Huxley (1825-1895)
Judy brings 20 years of knowledge and integrity as our accounting manager. Her experience in income tax preparation and data processing, including payroll, sales, purchasing and other corporate operations in the steel and banking industries, helps further diversify our firm's knowledge base.
Judy joined our team at PFS in 2006. Her primary responsibilities are the books and records of our firm and our clients. She assists financial advisors on special projects, handles billing and purchasing functions, and is vital to our income tax preparation.
When she is not at work, Judy is a devoted mother and grandmother who desires to spend as much time as she can with her family.
Judy resides in Parma Heights.
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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