Frank Fantozzi Email & Phone Number

As an independent wealth manager, I am driven by the desire to help people gain control over their finances by simplifying the complex to lead clients forward with clarity and confidence. This enables our clients to live life on their terms, with more time for creating the shared experiences and lifelong memories with family and friends that truly enrich their lives. We strive to always deliver understanding, trust, and guidance, especially during periods of uncertainty in the markets, which allows our clients to cut through the “noise” to connect the dots and remain on track to pursue the Return on Life® they desire. For more than 25 years, I’ve worked with business owners and their families to help protect and grow a lifetime of financial assets by providing the proactive leadership they require to pursue important business and life goals. My experience building and growing a successful company from the ground up and creating an award-winning team enables me to not only relate to other business owners and professionals, but to “get” what motivates them, challenges them or keeps them up at night. I began my career in 1987 with the international accounting firm, Arthur Andersen and became a Certified Public Accountant in 1988. I earned the AICPA’s Personal Financial Specialist designation and my MST in Taxation from The University of Illinois. I hold the Certified Divorce Financial Analyst and Accredited Investment Fiduciary designations, and the Series 7, 63, and 24 licenses with LPL Financial. I am a registered as an investment advisor representative through both LPL Financial and Planned Financial Services, and hold my license in Life, Disability & Health Insurance. Please reach out to us today to determine if working together makes sense for your business and your family’s financial future.Securities offered through LPL Financial. Member FINRA (www.finra.org) /SIPC (www.sipc.org). For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above.Investment advice offered through Planned Financial Services, a Registered Investment Advisor and a separate entity from LPL Financial.Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to the accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Listed skills include Wealth Management, Retirement Planning, Qualified Retirement Plans, Small Business, and 30 others.