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Podcast: Registered Investment Advisor Podcast
Episode: Planned Financial
Description: Frank Fantozzi founded Planned Financial Services in 1994 to make a difference in the lives of families, business owners, and community leaders. After experiencing events that impacted his own family as well as family friends, Frank committed himself to creating a financial and investment management firm intended to assist clients in pursuing financial freedom and independence so they could experience the life they desired through access to greater choice and direction.He began his career in 1987 with the international accounting firm Arthur Andersen, where he became a Certified Public Accountant (CPA) in 1988. Frank honed his tax and financial...