Frank Fantozzi

“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 (www.LPL.com) 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, www.aicpa.org) where he is active on its tax and financial planning subcommittees; and in the International Association for Financial Planning (IAFP, www.fpanet.org); CDFA ( www.institefda.com ); FI 360 (www.fi360.com).

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

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.

Securities offered through LPL Financial. Member FINRA/SIPC.