Planned Financial Services team members

Planned Financial Services team members, from left, Frank Fantozzi, founder and president; Dan Goldfarb, wealth adviser; Joan Borecky, client liaison; Michelle Velotta, marketing coordinator; Ashley Benton-Cooper, client liaison and compliance specialist; Brian Klecan, retirement plan adviser; Amy Valentine, wealth adviser; Cynthia Yang, wealth adviser; and Veronica Kalinski, tax specialist, celebrate the firm’s 25th anniversary.

Planned Financial Services, an independent wealth management firm with offices in Brecksville and Beachwood, celebrated its 25th anniversary with more than 100 clients, family and friends on Oct. 25 at Sapphire Creek Winery & Gardens in Chagrin Falls.

Guests enjoyed live music and magic by Dustin Kaiser, photo opportunities by Michael Wypasek Photography, access to the winery’s natural gardens, passed and plated hors d’oeuvres and a dessert bar.

Frank Fantozzi, president and founder of Planned Financial Services, thanked those in attendance for their support, “especially in those early years and for trusting us to guide you in making informed and confident decisions,” according to a news release.

“For 25 years now, we’ve had the honor and pleasure to serve accomplished professionals, executives, business owners and entrepreneurs throughout Northeastern Ohio and much of the U.S.,” he said. “Our clients are strongly independent people who are passionate about their families, communities and businesses, and their ability to choose how to best live their lives on their terms.”

Planned Financial Services serves clients in 21 states with 12 team members.

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