Bill Schretter

Bill Schretter is a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years of industry experience. He holds a Bachelor of Science degree in Business Administration from Miami University and earned his master’s from the University of Cincinnati. Bill has been a CFP Board Ambassador since 2015, and has earned several other professional credentials including the Accredited Tax Advisor® designation from the National Society of Accountants, and Certified Financial Counselor® , Chartered Life Underwriter®, and Chartered Financial Consultant® designations. “I really enjoy helping people plan and achieve their life and legacy goals,” he said. Bill is married with two children, and in his spare time enjoys gardening and travel. As a CERTIFIED FINANCIAL PLANNER™, Bill knows that there is more to your wealth than just money.