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.

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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%

client loyalty 25,000+ Clients²

years in business $26 Billion AUM⁴

14th Ranked RIA Barron’s¹

Best Financial Advisory Firms USA Today⁸

Best in Class Ethics NBRI⁹

Bill Schretter

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About Allworth