Bill Schretter's Email & Phone Number
CFP Ambassador and Accredited Tax Advisor
Bill Schretter Email Addresses
Bill Schretter's Work Experience
Financial Planning Association of Southwestern Ohio
Member Board of Directors
January 2010 to Present
Environmental Education Council of Ohio
Volunteer
June 2019 to Present
J24 Charity Trust, a 501c3 Public Trust
Member Board Of Trustees
July 2019 to Present
Financial Counseling Institute
Certified Financial Counselor
October 2021 to Present
(not disclosed)
CERTIFIED FINANCIAL PLANNER
May 2022 to Present
National Financial Education Council
Certified Financial Education Instructor
June 2020 to May 2022
Legacy Advice Network
Board Of Directors
June 2019 to May 2022
Life-Legacy Financial Counsel, Inc
Senior Principal, Financial Planner, Investment Manager
November 2018 to May 2022
Wright State University LIFT Symposium
Member Of The Board Of Advisors
January 2014 to May 2022
Life-Legacy Services
Founder, Senior Consultant
June 2012 to May 2022
Life-Legacy Services
Legacy Consultant. Business Succession Consultant
June 2012 to May 2022
Life-Legacy Services
Founder, Life-Legacy Services
September 2010 to May 2022
Essex Tax & Associates
Tax Preparer & Planning Consultant
January 2019 to April 2019
Raymond James Financial Inc.
Financial Advisor
June 2012 to December 2014
BSB Partners
Technology Manager
January 2009 to December 2014
Capital Analysts Incorporated
Compliance Manager
September 2007 to May 2012
Butler County Republican Party
2009 Treasurer
March 2009 to May 2010
Dayton Society of Financial Service Professionals
Member of the Board of Directors
September 2006 to December 2008
AIG Pinnacle Taxx Advisors
Financial Consultant
January 2001 to January 2002
Mercantile Stores Inc
Key Items Analyst
January 1995 to January 1998
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Frequently Asked Questions about Bill Schretter
What is Bill Schretter email address?
Email Bill Schretter at [email protected]. This email is the most updated Bill Schretter's email found in 2024.
What is Bill Schretter phone number?
Bill Schretter phone number is +1.5132953036, 513-268-2346, 513-785-0835 and 5138740760.
How to contact Bill Schretter?
To contact Bill Schretter send an email to [email protected]. If you want to call Bill Schretter try calling on +1.5132953036, 513-268-2346, 513-785-0835 and 5138740760.
What company does Bill Schretter work for?
Bill Schretter works for Financial Planning Association of Southwestern Ohio
What is Bill Schretter's role at Financial Planning Association of Southwestern Ohio?
Bill Schretter is Member Board of Directors
What industry does Bill Schretter work in?
Bill Schretter works in the Individual & Family Services industry.
Bill Schretter's Professional Skills Radar Chart
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Bill Schretter's Estimated Salary Range
Bill Schretter Email Addresses
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Bill Schretter's Personality Type
Extraversion (E), Intuition (N), Thinking (T), Perceiving (P)
Average Tenure
2 year(s), 0 month(s)
Bill Schretter's Willingness to Change Jobs
Unlikely
Likely
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Bill Schretter's Social Media Links
/in/billschretter www.key.com www.life-legacy.us