FRANK FANTOZZI
Planned Financial
As a Certified Exit Planning Advisor (CEPA®), Frank Fantozzi is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Frank Fantozzi - CEPA, CDFA, CPA, AIF, MST, PFS - Planned Financial - Brecksville, Ohio, city=Brecksville, cepa_since=2022, display_country=United States, hs_object_source_label=IMPORT, url_slug=frank-fantozzi, lname=Fantozzi, designations=[AIF, CDFA, CEPA, CPA, MST, PFS], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JANUARY%202022/FANTOZZI-FRANK-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-MASTERclass-JANUARY-2022.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394768, cohortium_profile_title=Frank Fantozzi | Wealth Manager at Planned Financial | CEPA™ since 2022 | CEPA Connect Member, state=Ohio, hs_was_imported=true, id=2835506729, designations__text_=CEPA, CDFA, CPA, AIF, MST, PFS, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Frank Fantozzi, email=frank@plannedfinancial.com, cohortium_meta_description=Connect with Frank Fantozzi, a specialized Wealth Manager working with Planned Financial based in Ohio. Credentials include: CEPA, CDFA, CPA, AIF, MST, PFS., associated_contact_record_id=6647451, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JANUARY%202022/3483_Fantozzi_CEPA-Certificates-2022-Jan.pdf, is_editable=editable, url_slug_2=frank-fantozzi, impersonate_user_url=https://exit-planning-institute.org/member-detail/frank-fantozzi?impersonation=true, full_name=Frank Fantozzi, hs_lastmodifieddate=1766024038594, phone=440-740-0130, company_name=Planned Financial, name=Frank, hs_object_id=2835506729, associated_resources=0, hs_object_source=IMPORT, postal_code=44141, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=9997308}
- Advisor Type: Wealth Manager
- Website:
https:// - Phone: 440-740-0130
- City: Brecksville
- State: Ohio
- Postal Code: 44141
- Country: United States
- Designations: CEPA, CDFA, CPA, AIF, MST, PFS
- Markets Served:
- Company Name: Planned Financial
