Bill Schretter
Financial Advisor
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.
Latest Insights
The Emotional Side of Estate Planning: Preparing Your Family for the Future
Planning for your wealth's future involves more than just legal documents—it’s about creating a lasting legacy that your family understands and can …
Read more
The Myth of Market Timing: How Emotional Investing Can Lead to Poor Outcomes
Is your ‘gut’ in charge of making investing decisions for you? Here’s why that’s a bad strategy.
Read more
The Top 6 Tax Planning Mistakes High-Net-Worth Investors Make (And How to Avoid Them)
Explore some of the most common tax planning missteps high-net-worth investors face—and discover strategies for optimizing your wealth.
Read more
