Frank Fantozzi

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Articles by this Author

If You Won Millions in the Lottery What Would You Do?
written on April 17, 2012
Investing Through the Economic Cycle
written on March 29, 2012
What Does 2012 Hold For Your Personal Financial Standing?
written on March 05, 2012
Is a Family CFO the Right Solution for Your Complex Wealth Management Needs?
written on December 01, 2011
Is it Time to Sell? Knowing when to get rid of a security requires strategy
written on October 28, 2011
The 2012 Election Could Bear Heavily for Investors
written on October 13, 2011
The Downgrade What You Need to Know
written on August 28, 2011
Debt Ceiling Raised
written on August 05, 2011
2011 Mid-Year Economic Outlook A Mix of Clouds and Sun: On Track
written on July 13, 2011
Are We in a Stock Market Pullback?
written on June 22, 2011
Alphabet Soup... How to Choose a Financial Advisor
written on June 06, 2011
Where to Start! Certified Divorce Financial Analysts: Save Valuable Time and Money in a Divorce Process
written on May 13, 2011
Markets Transitioning into Spring
written on May 02, 2011
Is Collective Bargaining Healthy for Taxpayers and our Financial Markets?
written on April 12, 2011
Fight or Flight... Should I Stay in the Market or Run and Hide?
written on March 15, 2011
Keep Emotions in Check When Making Investment Decisions
written on March 04, 2011
Why is Unemployment Stuck at Nine Percent
written on February 10, 2011
What I Enjoy Most About Being a Difference-Maker as an Entrepreneur
written on January 27, 2011
2011 Economic Outlook- A Mix of Clouds and Sun
written on January 12, 2011
Year End Financial Reminders
written on December 20, 2010
Managing Wealth Across Multiple Generations
written on December 02, 2010
Post Election Thoughts and the Market
written on November 23, 2010
One and a Half Cents on the Fourth Quarter
written on November 08, 2010
What Kind of Government Do You Want? Use Your Right and Vote on November 2nd
written on October 29, 2010
Market Update July 2 2009
written on July 16, 2009
Always Carry Your Knife to Survive an Anaconda Attack
written on June 01, 2009
Is the Market Turning Around
written on May 07, 2009
Are Recovery Efforts Showing Results
written on April 09, 2009
Why Consider Life Settlement Options
written on March 09, 2009
How to Weather a Stock Market Correction
written on February 25, 2009
Financial Stability Plan Not Clear Yet
written on February 25, 2009
Good News Bad News Where we are now 262009 Market Update
written on February 09, 2009
Private Foundations and Donor Advised FundsThey are not just for the rich and famous
written on January 12, 2009
Planned Financial Services Market Update 12222008
written on December 22, 2008
Market Update 1212008
written on December 04, 2008

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"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, http://www.acpa.org/) where he is active on its tax and financial planning subcommittees; and in the International Association for Financial Planning (IAFP, http://www.fpanet.org/); CDFA ( http://www.institefda.com/ ); FI 360 (http://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), (http://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 (http://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.