Frank Fantozzi

Founder and President - Planned Financial Services

Influential Senior Executive and Entrepreneur with expertise in wealth management, strategic financial planning, & taxes

Advisor Biography

Frank Fantozzi is an accomplished Senior Executive and Board Member with more than 25 years of success across the financial services industry. Leveraging extensive experience with strategic planning and branding for a variety of companies, he is a valuable advisor for an organization seeking guidance for growth and business planning issues. His broad areas of expertise include entrepreneurship, growth, marketing, and customer engagement.

Throughout his executive career, Frank has held leadership positions with Planned Financial Services, Kolbe House, Lewandowski and Zalik Association, and Arthur Anderson. He is also on the board of LifeAct and has previously sat on the board of Cuyahoga Community College.

Experience

1994 - Present

Founder and President - Planned Financial Services - Planned Financial Services

  • Founded a successful award-winning service company
  • Negotiated the successful transition of another financial planning practice

2007 - 2010

President - Kolbe House - Kolbe House

1992 - 1994

Tax Manager - Lewandowski and Zalik Association - Lewandowski and Zalik Association

Advisor Skills

Customer Engagement

Marketing

Growth