Bill Schretter
Financial Advisor
CFP®, ChFC®, MBA
Bill Schretter is a CERTIFIED FINANCIAL PLANNER® professional in Allworth’s Cincinnati, Ohio, office. With a career spanning more than 25 years in the financial services industry, Bill takes pride in offering thoughtful, personalized guidance that helps individuals and families navigate life’s financial complexities. A strong advocate for the highest standards in the profession, Bill served for eight years as a CFP Board Ambassador™, promoting awareness and trust in the CFP® designation. He holds a bachelor’s degree from Miami University and an MBA from the University of Cincinnati.
A Cincinnati resident for more than 40 years, Bill is deeply rooted in his community. He and his wife have been married for more than 25 years and are proud parents to two college-aged children—one attending Miami University and the other at Bowling Green State University. Outside of work, Bill enjoys spending time with family and, when time allows, tending to hobbies like gardening, golf, ancient coin collecting, and his model railroad display.
Life is a journey, and having the right financial partner can make that journey more manageable and more rewarding. As a fiduciary, my priority is to help clients define their goals and build a thoughtful, practical plan to reach them. Together with the in-house team at Allworth, I’m committed to providing clear, honest advice that always puts my clients’ best interests first.
To do that well, I believe it’s essential to start with understanding. Every client’s story is unique, and I take the time to understand not just the numbers, but the people behind them—their hopes and dreams, concerns and challenges. From there, we work together to identify where they are now, where they want to go, and how to close the gap between the two.
Whether we’re planning for life’s opportunities or preparing for its unexpected turns, I aim to be a steady, supportive guide. I see my role as part financial coach, part advisor, and part quarterback, helping coordinate the right strategies and resources to keep my clients moving forward with confidence.
What drives me is the privilege of walking alongside my clients through life’s many seasons—sharing in their goals, their milestones, and sometimes, their most difficult moments. Over the years, I’ve worked with individuals and couples as they’ve raised families, sent children to college, celebrated marriages, and watched the next generation grow into kind, capable adults. I’m honored when those relationships extend across generations.
I’ve also had the opportunity to support clients through more complex and personal challenges, such as disabling or terminal illnesses, elder care decisions, business succession planning, and charitable giving. Whether someone is navigating a difficult chapter or planning a meaningful legacy, I aim to be a steady, compassionate presence they can count on.
At the heart of my work is trust. I see every client relationship as a partnership, and I strive to be someone their entire family can rely on, both now and in the years to come.
AEP®: Accredited Estate Planner®
ATA®: Accredited Tax Advisor
CFCS®: Certified Financial Crimes Specialist
CFC®: Certified Financial Counselor®
CFP®: CERTIFIED FINANCIAL PLANNER®
ChFC®: Chartered Financial Consultant
CLU®: Chartered Life Underwriter
IRS Enrolled Agent
MBA: Master of Business Administration
I’ve walked with clients through both the triumphs and the tragedies of life. For me, it’s about trust, lasting partnership, and always being a source of support and value to the entire family.
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