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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.
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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.
Bill Schretter
Financial Advisor
Designations: CFP®
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.
Education and Certifications
Who I work with
What guides my approach
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.
More About Bill:
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better — because you and your money deserve better.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
97% of Clients Stay With Us2
25,000+ Clients
Best Financial Advisory Firms
USA Today8
14th Ranked RIA
Barron's1
30 Years in Business
$22.5 billion AUM4
Best in Class Ethics
NBRI9
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