Our Team
The Team You Rely On for the Life You Desire
The Return on Life Wealth Partners team is a diverse group of experienced and talented individuals who share a common passion rooted in a simple philosophy: to care for and serve our clients and their families as we would our own. Team members with broad skill sets seek to continually educate themselves for the benefit of our clients’ financial well-being.
Our focus is simple: to support you by honoring your family’s values, career aspirations, and personal goals in pursuit of your life objectives. This forms the foundation of our practice, enabling us to deliver advice that is relevant, timely, and actionable.
Frank Fantozzi leads the firm with a single mandate:
Do what is right—make a difference in our clients' lives each day—by helping clients achieve what they require.
Media Mentions for Return on Life Wealth Partners
Return on Life Wealth Partners and its professionals have been quoted or featured in independent media outlets including [Fox News, The Wall Street Journal, USA Today, etc.]. These references are for informational purposes only and do not represent endorsements by these organizations.
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Investment advisory services offered through Planned Financial Services, LLC, dba Return on Life Wealth® Partners, an SEC-registered investment adviser (RIA).
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