Bill Schretter, CFP®
Bill Schretter is the Founder and Senior Legacy Consultant of Life-Legacy Services, a concierge fee for service organization that helps clients plan their future, live their life, and craft their legacy.
In addition, Bill serves as the Ethics Trainer for the Financial Planning Association (FPA) of Southwestern Ohio, where he formerly served as Chairman, as well as in other Board of Director roles. Bill is also a Director for the Girl Scouts of Western Ohio and for Junior Achievement OKI. To promote financial and scientific literacy, he volunteers with the FPA, Boy Scouts of America, Girl Scouts USA, Lebanon Space Camp Committee, Junior Achievement, and the AARP Financial Education Outreach programs.
Bill has been in the financial services industry since 2000. He holds a B.S. in marketing from Miami University and an M.B.A. from the University of Cincinnati.