Planned Financial Services has built its foundation on academically competent and experienced professionals. We have the ability to provide high quality advice as well as to furnish access to the necessary financial products from many of the leading financial companies in the country.

FRANK FANTOZZI | JEREMY BOK | WALTER MOORE | CARL CAMILLO | CHRIS ZITO | PATTY DEITCH

FRANK FANTOZZI,CPA,MT,PFS
INVESTMENT ADVISOR REPRESENTATIVE
PRESIDENT, PLANNED FINANCIAL SERVICES, LLC.

When a new client said to me, “My other advisor did not understand the value we put on our money… only their own idea of how money should be dealt with,” I knew there was a need for advisors who listen without judging and help clients achieve their ends by their own terms and values. We must do that for our clients. People often call me—and our firm—their Personal CFO…and that, to me, is the highest compliment. It is the same care we give to our corporate clients. Our motto: Take time to care.

Responding to a need he saw for professionals with technical knowledge and people sensitivity, Frank started Planned Financial Services in 1994. Frank teaches staff and clients one mandate: help the client achieve what they wish, and when that cannot be done, explain why and what the alternatives are. Each client’s values, goals and situation are paramount. Relationships that work well are built on mutual trust and respect. A true partnership, maintained by constant communication, and utilizing effective strategies that span years, not months, turns clients’ money into personally meaningful wealth.

Frank is a sought after speaker on many financial topics and has been broadcast both on radio and TV.

Frank makes a loving home with his wife Paulette, their daughters Natalie and Nicole. Born and raised in Cleveland, he is proud of and committed to his city.

Frank is active and involved professionally and personally: the American Institute of Certified Public accountants (AICPA) and International Association for Financial Planning (IAFP); on the Board of Directors for the Cuyahoga Community College Foundation and Cuyahoga Community College Jazzfest; involved in the United Way Small Business Division and United Way Celebrity Alumni Golf Outing Committee, Treasurer of Our Lady of Mount Carmel Church (Cleveland), and in fund raising for the Diabetes Association of Greater Cleveland. He is active in the Brecksville & Beverly Hills Chambers of Commerce. Frank is also a Travel Soccer Coach for Brecksville/Broadview Heights Girls Soccer.

A Certified Public Accountant (CPA) since 1988, Frank also holds the AICPA’s Personal Financial Specialist (PFS) designation and a Masters in Taxation degree (MT) from The University of Illinois. He is a Registered Representative (Series 7), with Linsco/Private Ledger and a branch manager for an Office of Supervisory Jurisdiction he also hold his license in Life & Health Insurance.

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
FINANCIAL PLANNER

Particulars are not to be examined before the whole has been surveyed. Proportion your expenses to what you have, not what you expect.

Jeremy once worked with us part time, then after three years in public accounting, came back to us full time. Managing our internal financial planning department, Jeremy makes and cares for plans and clients with the careful eye of an auditor making sure plans stay on track and clients stay on track with their plans.

Jeremy is a Certified Public Accountant (CPA), Registered Representative (Series 7) with Linsco/Private Ledger he also holds a license for Life, Health, & Disability Insurance. In addition, Jeremy is working towards the AICPA’s Personal Financial Specialist (PFS) Designation and towards certification as a Chartered Financial Consultant (ChFC).

Jeremy served as a 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), American Institute of Certified Public Accountants (AICPA) and Cleveland Professional 20/30 Club. - Baldwin Wallace is Jeremy’s alma mater

Jeremy resides in Avon with his wife, Jackie, and their daughter, Skylar.

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
Investment Advisor Representative

Clients must have clarity of 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 ones goals.

Walt has been a Financial 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 planner 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 the Certified Financial Planner™ designation in 1998. He is a Registered Representative (Series 7 and 66 held at Linsco / Private Ledger) 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, the National Center for Employee Ownership, and the Northern Ohio Planned Giving Council. He resides in Olmsted Falls with his wife Christine, and 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.

CARL CAMILLO, CLU, CHFC, CFP, RHU
REGISTERED EMPLOYEE BENEFITS CONSULTANT

Our recommendations are not based solely on what “we” think is best. They are based on your specific needs, goals and objectives… No two clients are identical therefore no two recommendations are alike.

Carl is our strategic partner and consultant for Employee Benefits.

Carl launched his financial services practice after receiving his Masters of Business Administration (MBA) from the Weatherhead School of Management. A year earlier, Case Western Reserve University had honored him as the top ranked business management student of his undergraduate class.

Having built an international financial planning practice, Carl works with families and businesses of all sizes. In addition to being a Certified Financial Planner (CFP), he has received the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Employee Benefits Consultant, (REBC) and Registered Health Underwriter (RHU) designations from the American College. Furthermore, he has completed the academic requirements for the Accredited Estate Planner (AEP) designation.

Carl has been a featured speaker on various financial planning topics and has had his financial insights broadcast on both local and national radio.

A lifelong Cleveland resident, Carl is actively involved with Junior Achievement. He is a member of the Financial Planning Association (FPA), Society of Financial Service Professionals (SFSP) and National Association of Insurance and Financial Advisors (NAIFA).

Carl Camillo does not provide financial planning or investment advisory services and is not affiliated with LPL Financial.

CHRIS ZITO, CIC
VICE PRESIDENT, ZITO INSURANCE AGENCY, INC.

Your business is most likely your largest investment. Protecting you, your family and employees is a crucial factor to consider. We help you analyze what you have and make certain it is protected in the event the unexpected happens.

Established in 1965, Zito Insurance Agency is an independent agency representing multiple insurance carriers. Chris specializes in the analysis and placement of commercial and personal property casualty insurance programs and works hand-in-hand with Planned Financial Services to tailor insurance programs that meet the specific wishes and needs of its clients. Zito's expertise serves clients in many fields, including contractors, manufacturing, service, retail, and distributors, among others.

Chris is a graduate of Baldwin Wallace College and serves as a member of its Board of Trustees. He obtained his Certified Insurance Counselor (CIC) designation in 1985. Professional affiliations include the Professional Insurance Agents Association and the Society of Certified Insurance Counselors.

Chris resides in Rocky River with his wife, Chari.

Chris Zito and Zito Insurance Agency are not registered or affiliated with LPL Financial.

PATTY DEITCH
BRANCH OFFICE OPERATIONS MANAGER

Patty Deitch brings depth and financial experience to her position as our Branch Office Operations Manager. Her work at three Ohio financial firms in Income Tax preparation, internal auditing, staff accounting and compliance make her a critical part of the glue that holds our firm’s and our clients’ account together. She holds the prestigious NASD Series 7 license and Series 24 with Linsco/ Private Ledger, as well as Ohio Health, Life and Annuity licenses. Her degree from the University of Akron—Corporate Financial Management—adds further depth to the mix.

A well-balanced personality, Patty’s diverse professional and personal interests keep her on the go. Patty’s passion for softball is contagious. When she is not actually playing or coaching the game, Patty umpires, qualified by both the Ohio High School Athletic Association and The Amateur Softball Association. Patty also belongs to Delta Sigma Pi, the professional business fraternity, since 1996.

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