Planned Financial Services
Description
Address: 3030 Bridgeway # 224, Sausalito, CA 94965 Phone: (415) 927-2555Category: : Website: : : : Hours: : Place name: : Website: http://www.financialsecurityplanning.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Financial Security Planning Posting publicly on the Web Write a review Reviews Be the first to review
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Planned Financial Services Employees
Employee
Years
Job
Industry
Frank Fantozzi Frank Fantozzi's Planned Financial Services Experience 1994 - Present
Job President and CEO, Planned Financial Services
Industry Financial Services
Experience
Planned Financial Services 1994 - Present
Kolbe House 2007 - 2010
Lewandowski and Zalik Association 1992 - 1994
Arthur Anderson 1987 - 1991
Skills
Wealth Management, Retirement Planning, Qualified Retirement..., Small Business, Strategic Financial..., Strategic Planning, Income Taxes, Financial Planning, Family Office, Entrepreneurship, Marketing, Leadership, Public Speaking, Investment Management, High Net Worth..., Series 7, Estate Planning, Tax, Risk Management, Mutual Funds, Asset Allocation, Income Tax, Securities, Financial Services, Finance, Financial Advisory, CPA, Investments, Wealth, Financial Planners, Executive Management, Private Equity, Due Diligence, Real Estate
Education
University of Illinois at Urbana-Champaign - College of Business 1986 — 1987
MT, Taxation
Case Western Reserve University 1981 — 1986
Bachlor of Science, Accounting
Charles F. Brush High School 1978 — 1981
Life Preparation
Planned Financial Services 1994 - Present
Kolbe House 2007 - 2010
Lewandowski and Zalik Association 1992 - 1994
Arthur Anderson 1987 - 1991
Skills
Wealth Management, Retirement Planning, Qualified Retirement..., Small Business, Strategic Financial..., Strategic Planning, Income Taxes, Financial Planning, Family Office, Entrepreneurship, Marketing, Leadership, Public Speaking, Investment Management, High Net Worth..., Series 7, Estate Planning, Tax, Risk Management, Mutual Funds, Asset Allocation, Income Tax, Securities, Financial Services, Finance, Financial Advisory, CPA, Investments, Wealth, Financial Planners, Executive Management, Private Equity, Due Diligence, Real Estate
Education
University of Illinois at Urbana-Champaign - College of Business 1986 — 1987
MT, Taxation
Case Western Reserve University 1981 — 1986
Bachlor of Science, Accounting
Charles F. Brush High School 1978 — 1981
Life Preparation
Elizabeth Sweeney Elizabeth Sweeney's Planned Financial Services Experience November 2014 - March 2015
Job Marketing/PR Intern at Blue Technologies
Industry Marketing and Advertising
Experience
Blue Technologies May 2015 - Present
Mobile Medical Corporation July 2014 - May 2015
Planned Financial Services November 2014 - March 2015
Baldwin Wallace University Kamm School of Business May 2014 - August 2014
Pace Promotions, Inc. May 2014 - July 2014
DialAmerica May 2013 - August 2013
Skills
Time Management, Social Media, Microsoft Office, Customer Service, PowerPoint, Teamwork, HootSuite, MailChimp, SurveyMonkey, Direct Mail Campaigns, Microsoft Word, Microsoft Excel, Public Speaking, SalesChain, WordPress, Social Media Marketing
Education
Baldwin Wallace University 2014 — 2016
Bachelor of Arts (B.A.), Marketing, Dean's List
The Ohio State University 2012 — 2013
Business Administration and Management, General
Magnificat High School 2008 — 2012
Blue Technologies May 2015 - Present
Mobile Medical Corporation July 2014 - May 2015
Planned Financial Services November 2014 - March 2015
Baldwin Wallace University Kamm School of Business May 2014 - August 2014
Pace Promotions, Inc. May 2014 - July 2014
DialAmerica May 2013 - August 2013
Skills
Time Management, Social Media, Microsoft Office, Customer Service, PowerPoint, Teamwork, HootSuite, MailChimp, SurveyMonkey, Direct Mail Campaigns, Microsoft Word, Microsoft Excel, Public Speaking, SalesChain, WordPress, Social Media Marketing
Education
Baldwin Wallace University 2014 — 2016
Bachelor of Arts (B.A.), Marketing, Dean's List
The Ohio State University 2012 — 2013
Business Administration and Management, General
Magnificat High School 2008 — 2012
Dawn Southard's Planned Financial Services Experience 2000 - 2002
Job Vice President, Marketing & Strategy at Santikos Theatres
Industry Motion Pictures and Film
Experience
Santikos Theatres August 2015 - Present
Nottingham Spirk 2015 - 2015
ADP 2015 - 2015
The Adcom Group of Companies August 2012 - October 2014
Glazen Creative Studios 2003 - August 2012
Planned Financial Services 2000 - 2002
Windoes Travelogues, Inc. 1995 - 1999
Skills
Corporate Branding, Business Development, Public Relations, Marketing Communications, Integrated Marketing, Brand Development, Strategic Communications, Marketing Strategy, Leadership, Strategy, Marketing, B2B, Video Production, Management, Online Marketing, Advertising, Nonprofits, Social Media Marketing, Strategic Planning
Education
Western Michigan University 1998 — 1999
MBA, 1999, Focus in Marketing
Davenport University
BBA 1995, Business Administration/General Business
Santikos Theatres August 2015 - Present
Nottingham Spirk 2015 - 2015
ADP 2015 - 2015
The Adcom Group of Companies August 2012 - October 2014
Glazen Creative Studios 2003 - August 2012
Planned Financial Services 2000 - 2002
Windoes Travelogues, Inc. 1995 - 1999
Skills
Corporate Branding, Business Development, Public Relations, Marketing Communications, Integrated Marketing, Brand Development, Strategic Communications, Marketing Strategy, Leadership, Strategy, Marketing, B2B, Video Production, Management, Online Marketing, Advertising, Nonprofits, Social Media Marketing, Strategic Planning
Education
Western Michigan University 1998 — 1999
MBA, 1999, Focus in Marketing
Davenport University
BBA 1995, Business Administration/General Business
Walt Moore, CFP Walt Moore, CFP's Planned Financial Services Experience January 2007 - February 2014
Job President at Appaloosa Wealth Management
Industry Financial Services
Experience
Appaloosa Wealth Management February 2014 - Present
Planned Financial Services January 2007 - February 2014
Ownership Advisors April 1999 - December 2006
Vintage Financial Services January 1996 - November 1998
Skills
Wealth Management..., Securities, Investments, FINRA, Estate Planning, Wealth Management, Management, Portfolio Management, Strategy, Finance, Asset Managment, Mutual Funds, Financial Planners, Risk Management, Strategic Financial..., Financial Services, Investment Management, Credit, Personal Finance, Wealth, Retirement Planning
Education
College for Financial Planning 1996 — 1997
CFP, CFP Educational Requirement
Baldwin Wallace University 1986 — 1990
BA, Business / Finance
Kimball Union Academy 1984 — 1986
Appaloosa Wealth Management February 2014 - Present
Planned Financial Services January 2007 - February 2014
Ownership Advisors April 1999 - December 2006
Vintage Financial Services January 1996 - November 1998
Skills
Wealth Management..., Securities, Investments, FINRA, Estate Planning, Wealth Management, Management, Portfolio Management, Strategy, Finance, Asset Managment, Mutual Funds, Financial Planners, Risk Management, Strategic Financial..., Financial Services, Investment Management, Credit, Personal Finance, Wealth, Retirement Planning
Education
College for Financial Planning 1996 — 1997
CFP, CFP Educational Requirement
Baldwin Wallace University 1986 — 1990
BA, Business / Finance
Kimball Union Academy 1984 — 1986
Kathy Ainsworth's Planned Financial Services Experience January 2015 - Present
Job Tax Planning Assistant at Planned Financial Services
Industry Financial Services
Experience
Planned Financial Services January 2015 - Present
C Kaufman, CPA September 2012 - May 2013
H and R Block October 2011 - April 2012
Charles Schwab February 2011 - May 2011
Long & Foster Companies February 2009 - November 2009
U S Postal Service February 2008 - July 2009
US Postal Service February 2007 - February 2008
U S Postal Service September 2000 - February 2007
U S Postal Service August 1998 - September 2000
US Postal Service April 1990 - December 1993
Skills
Budgets, Strategy, Strategic Planning, Team Building, Program Management, Management, Managerial Finance, Strategic Leadership, Project Planning, Performance Management, Team Leadership, Retail, Accounting, Strategic Financial..., Government, Contract Negotiation, Policy, Operations Management, Coaching, Change Management, Process Improvement, New Business Development, Business Development, Insurance, Analysis, Customer Service, Public Speaking, Negotiation, Leadership, Business Strategy, Organizational..., Risk Management, Training, Business Planning, Business Process..., Employee Relations, Account Management, Leadership Development, Management Consulting, Sales, Project Management, Cross-functional Team..., Human Resources, Finance, Marketing, Financial Management
Education
Harvard University 1999 — 2003
University of Phoenix
Masters, Business Administration
Stanford University 1996 — 1997
College for Financial Planning 1993 — 1994
Certificate CFP Professional Education program, Financial Planning
The University of Montana - School of Business Administration
Bachelor of Science, Business Administration
Planned Financial Services January 2015 - Present
C Kaufman, CPA September 2012 - May 2013
H and R Block October 2011 - April 2012
Charles Schwab February 2011 - May 2011
Long & Foster Companies February 2009 - November 2009
U S Postal Service February 2008 - July 2009
US Postal Service February 2007 - February 2008
U S Postal Service September 2000 - February 2007
U S Postal Service August 1998 - September 2000
US Postal Service April 1990 - December 1993
Skills
Budgets, Strategy, Strategic Planning, Team Building, Program Management, Management, Managerial Finance, Strategic Leadership, Project Planning, Performance Management, Team Leadership, Retail, Accounting, Strategic Financial..., Government, Contract Negotiation, Policy, Operations Management, Coaching, Change Management, Process Improvement, New Business Development, Business Development, Insurance, Analysis, Customer Service, Public Speaking, Negotiation, Leadership, Business Strategy, Organizational..., Risk Management, Training, Business Planning, Business Process..., Employee Relations, Account Management, Leadership Development, Management Consulting, Sales, Project Management, Cross-functional Team..., Human Resources, Finance, Marketing, Financial Management
Education
Harvard University 1999 — 2003
University of Phoenix
Masters, Business Administration
Stanford University 1996 — 1997
College for Financial Planning 1993 — 1994
Certificate CFP Professional Education program, Financial Planning
The University of Montana - School of Business Administration
Bachelor of Science, Business Administration
Yuanyuan Yang Yuanyuan Yang's Planned Financial Services Experience January 2012 - Present
Job Wealth Advisor at Planned Financial Services
Industry Financial Services
Experience
Planned Financial Services January 2012 - Present
University of Adelaide August 2007 - July 2010
University of South Australia July 2009 - December 2009
Chinese Culture & Education Centre December 2006 - December 2008
Parkline Carports Verandahs & Fencing March 2008 - October 2008
Beijing Beifang Certified Public Accounting Practice January 2005 - March 2005
Education
The University of Adelaide 2006 — 2008
Master, Accounting and Finance
University of Adelaide 2006 — 2008
Master, Accounting & Finance
Beijing Materials University 2001 — 2005
Bachelor, Management, Asset Appraisal
Planned Financial Services January 2012 - Present
University of Adelaide August 2007 - July 2010
University of South Australia July 2009 - December 2009
Chinese Culture & Education Centre December 2006 - December 2008
Parkline Carports Verandahs & Fencing March 2008 - October 2008
Beijing Beifang Certified Public Accounting Practice January 2005 - March 2005
Education
The University of Adelaide 2006 — 2008
Master, Accounting and Finance
University of Adelaide 2006 — 2008
Master, Accounting & Finance
Beijing Materials University 2001 — 2005
Bachelor, Management, Asset Appraisal
Ryan Belisario Ryan Belisario's Planned Financial Services Experience June 2014 - August 2014
Job SEO Freelancer at Sunrise Advertising; Student at the University of Cincinnati
Industry Marketing and Advertising
Experience
Sunrise Advertising August 2015 - Present
Sunrise Advertising June 2015 - August 2015
Planned Financial Services June 2014 - August 2014
Penton June 2014 - August 2014
Gatesman+Dave June 2014 - June 2014
Ladders Unlimited & Supply, Inc. April 2013 - April 2014
Peak Performance Center September 2010 - December 2012
Peak Performance Center April 2010 - September 2010
Metropolitan Pools March 2009 - September 2010
Skills
Coaching, Public Speaking, Event Planning, Social Media, Public Relations, Lifeguarding, Event Management, Marketing, Customer Service, PowerPoint, Teamwork, SEO, Leadership, Microsoft Excel, Microsoft Word, Time Management, Microsoft Office, Advertising
Education
University of Cincinnati 2012 — 2016
Bachelor's degree, Marketing
Brecksville - Broadview Heights High School 2009 — 2012
Life Skills
Sunrise Advertising August 2015 - Present
Sunrise Advertising June 2015 - August 2015
Planned Financial Services June 2014 - August 2014
Penton June 2014 - August 2014
Gatesman+Dave June 2014 - June 2014
Ladders Unlimited & Supply, Inc. April 2013 - April 2014
Peak Performance Center September 2010 - December 2012
Peak Performance Center April 2010 - September 2010
Metropolitan Pools March 2009 - September 2010
Skills
Coaching, Public Speaking, Event Planning, Social Media, Public Relations, Lifeguarding, Event Management, Marketing, Customer Service, PowerPoint, Teamwork, SEO, Leadership, Microsoft Excel, Microsoft Word, Time Management, Microsoft Office, Advertising
Education
University of Cincinnati 2012 — 2016
Bachelor's degree, Marketing
Brecksville - Broadview Heights High School 2009 — 2012
Life Skills
Peter Fitch's Planned Financial Services Experience June 2010 - May 2013
Job Store Manager at CVS Health
Industry Financial Services
Experience
Wells Fargo Home Mortgage May 2015 - Present
CVS Health September 2014 - April 2015
CVS Health November 2013 - August 2014
CVS Health September 2013 - November 2013
CVS Caremark Corporation May 2013 - September 2013
Planned Financial Services June 2010 - May 2013
Advocare July 2010 - December 2012
Ohio Northern University January 2010 - December 2011
Ohio Northern University September 2009 - December 2011
The Country Club May 2005 - August 2010
Skills
Leadership, Marketing, Training, Sales, Social Media, Teamwork, Process Improvement, Inventory Management, Public Speaking, Event Planning, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Team Building, Team Leadership
Education
Ohio Northern University 2007 — 2011
Bachelor of Science, Business Administration, Management and Marketing
chanel
Wells Fargo Home Mortgage May 2015 - Present
CVS Health September 2014 - April 2015
CVS Health November 2013 - August 2014
CVS Health September 2013 - November 2013
CVS Caremark Corporation May 2013 - September 2013
Planned Financial Services June 2010 - May 2013
Advocare July 2010 - December 2012
Ohio Northern University January 2010 - December 2011
Ohio Northern University September 2009 - December 2011
The Country Club May 2005 - August 2010
Skills
Leadership, Marketing, Training, Sales, Social Media, Teamwork, Process Improvement, Inventory Management, Public Speaking, Event Planning, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Team Building, Team Leadership
Education
Ohio Northern University 2007 — 2011
Bachelor of Science, Business Administration, Management and Marketing
chanel
Vince Joyce Vince Joyce's Planned Financial Services Experience May 2013 - June 2014
Job Drayage/ Asset Management Division Intern at JRayl Transport
Industry Logistics and Supply Chain
Experience
JRayl Transport June 2014 - Present
Planned Financial Services May 2013 - June 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Teamwork, Social Media, English, Team Leadership, Social Networking, Facebook, Marketing, Social Media Marketing, Public Speaking, Leadership
Education
John Carroll University 2011 — 2015
Double Major: Business Logistics, Marketing
John Carroll University 2011 — 2015
JRayl Transport June 2014 - Present
Planned Financial Services May 2013 - June 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Teamwork, Social Media, English, Team Leadership, Social Networking, Facebook, Marketing, Social Media Marketing, Public Speaking, Leadership
Education
John Carroll University 2011 — 2015
Double Major: Business Logistics, Marketing
John Carroll University 2011 — 2015
Rita Dimick's Planned Financial Services Experience June 2013 - April 2014
Job Welcome Team at Detroit Bikram
Industry Automotive
Experience
Detroit Bikram October 2013 - Present
Planned Financial Services June 2013 - April 2014
Star Cutter Company May 2011 - August 2012
MESCO February 1995 - January 2008
The Computer Guy December 1988 - April 1991
Skills
Customer Service, Microsoft Office, Customer Relations, Excel, Word, Outlook, Customer Satisfaction, Teamwork, Purchasing, Windows, Account Management, English, Data Entry, Problem Solving, Microsoft Excel, Team Building, Inventory Management, Manufacturing, Microsoft Word
Education
Baker College Business and Corporate Services 1992 — 1995
Bachelors Degree, Business
Cleary University 1986 — 1988
Associates, Computers / Accounting
St Thomas Aquinas High School 1980 — 1984
Detroit Bikram October 2013 - Present
Planned Financial Services June 2013 - April 2014
Star Cutter Company May 2011 - August 2012
MESCO February 1995 - January 2008
The Computer Guy December 1988 - April 1991
Skills
Customer Service, Microsoft Office, Customer Relations, Excel, Word, Outlook, Customer Satisfaction, Teamwork, Purchasing, Windows, Account Management, English, Data Entry, Problem Solving, Microsoft Excel, Team Building, Inventory Management, Manufacturing, Microsoft Word
Education
Baker College Business and Corporate Services 1992 — 1995
Bachelors Degree, Business
Cleary University 1986 — 1988
Associates, Computers / Accounting
St Thomas Aquinas High School 1980 — 1984
Ryan Beeler's Planned Financial Services Experience 2008 - 2008
Job Senior Mortgage Processing at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase September 2012 - Present
Allied Mortgage Group April 2011 - July 2012
Champs Healthcare Group Purchasing Services 2010 - 2010
Target 2009 - 2010
Planned Financial Services 2008 - 2008
AmTrust Bank 2007 - 2008
Skills
Mortgage Lending, Mortgage Banking, Loans, Credit, Customer Service, Sales, Loan Origination, Banking, Sales Management, Residential Mortgages, Refinance, Microsoft Excel, Analysis, Finance
Education
Baldwin Wallace University 2002 — 2006
BA, Business Administration ; Management ; Marketing
JPMorgan Chase September 2012 - Present
Allied Mortgage Group April 2011 - July 2012
Champs Healthcare Group Purchasing Services 2010 - 2010
Target 2009 - 2010
Planned Financial Services 2008 - 2008
AmTrust Bank 2007 - 2008
Skills
Mortgage Lending, Mortgage Banking, Loans, Credit, Customer Service, Sales, Loan Origination, Banking, Sales Management, Residential Mortgages, Refinance, Microsoft Excel, Analysis, Finance
Education
Baldwin Wallace University 2002 — 2006
BA, Business Administration ; Management ; Marketing
Robin Gibson-Althaver's Planned Financial Services Experience February 2010 - Present
Job Director of Client Services at Planned Financial Services LLC
Industry Financial Services
Experience
Planned Financial Services February 2010 - Present
Quicken Loans October 2001 - June 2008
Skills
Event Planning, Microsoft Office, Team Leadership, Customer Service, Time Management, Mortgage Lending, Microsoft Word, Public Speaking
Education
University of Michigan-Flint 1992 — 1996
BA, Criminal Justice, Sociology
Planned Financial Services February 2010 - Present
Quicken Loans October 2001 - June 2008
Skills
Event Planning, Microsoft Office, Team Leadership, Customer Service, Time Management, Mortgage Lending, Microsoft Word, Public Speaking
Education
University of Michigan-Flint 1992 — 1996
BA, Criminal Justice, Sociology