Cynthia Yang 2026 Forbes Top Women Wealth Advisor

Cynthia Yang Is Recognized Among Forbes’ 2026 Best-In-State Top Women Wealth Advisors for 5th Consecutive Year

CLEVELAND, OHIO – (February 2026) – Return on Life^® Wealth Partners is pleased to announce that wealth advisor Cynthia Yang, CFA^®, CAIA^®, CIPM, has been named to the Forbes | SHOOK Best-in-State Top Women Wealth Advisors list* for 2026. According to Forbes | SHOOK, the annual ranking highlights women advisors with demonstrated experience and commitment to serving clients, representing a select group nationwide.

Ranked 69 out of 84 in Ohio, this recognition marks the fifth consecutive year Cynthia has been named to the list. The annual ranking is compiled by Forbes with insights from SHOOK Research, and advisors are selected based on both quantitative and qualitative data, including in-person interviews, industry experience, compliance records, and assets under management.*

“Cynthia’s continued recognition reflects the discipline and leadership she brings to our team, along with the care and unwavering commitment she demonstrates to the families we serve,” said Frank Fantozzi, CPA, MST, PFS, CDFA, AIF^®, CEPA, President and Founder of Return on Life Wealth Partners. “Her thoughtful approach to investment strategy and risk management plays an important role in helping our clients stay aligned with what matters most in their lives.”

Cynthia is a CFA^® and CAIA^® charterholder and holds a Certificate in Investment Performance Management (CIPM). She leads the Return on Life^® Wealth Partners Investment Committee, where she is responsible for conducting investment due diligence research and constructing, reviewing, and adjusting the firm’s Strategic Portfolios in support of client goals.

For more than three decades the Return on Life^® Wealth Partners team has focused on providing each client with their diverse perspectives and experience across multiple financial disciplines, enabling the team to build lasting relationships with the high-net-worth families and business owners it serves in Northeast Ohio and throughout the United States.

In addition, Return on Life Wealth Partners was named to the Forbes Best-in-State Wealth Management Teams list for 2026, ranking 114 out of 148 in Ohio. This marks the third consecutive year the firm has received this team-based recognition.**

About Return on Life Wealth Partners

Return on Life Wealth Partners is an independent Registered Investment Advisor (RIA) founded in 1994 and headquartered in Cleveland, Ohio. The firm provides comprehensive wealth planning services to individuals, families, and business owners. By examining clients’ lives before their money, Return on Life^® aligns its advice with clients’ values and helps them pursue the milestones that matter most. This personalized approach also extends to institutional and corporate retirement plan services offered through 401(k) Prosperity^®. For additional information, visit ReturnOnLifeWealth.com.

*The Forbes Best-In-State Top Women Wealth Advisors ranking, developed by SHOOK Research, is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes client impact, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. All advisors have a minimum of seven years of experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. To view the full list, please visit https://www.forbes.com/lists/best-in-state-women-advisors/. For more information, please see www.SHOOKresearch.com. Shook is a registered trademark of SHOOK Research, LLC.

**The Forbes 2026 Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team and are not indicative of future performance or representative of any one client’s experience.  Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. Neither Return on Life Wealth Partners nor any of its financial advisors or RIA firm pay a fee in exchange for this award/rating. To view the full list, please visit  https://www.forbes.com/lists/wealth-management-teams-best-in-state/. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Forbes, SHOOK Research, and Return on Life Wealth Partners are separate, unaffiliated entities.

Investment advisory services offered through Planned Financial Services, LLC, dba Return on Life Wealth Partners, an SEC-registered investment adviser.

For additional information about the firm and our services, see our Firm Disclosure Brochure (Form ADV Part 2) and Customer Relationship Summary (Form CRS) Brochure.