Donald L. Gretta, CLU, CFBS, CBSP

Donald L. Gretta is a highly qualified and trusted advisor with over 35 years of experience in providing sound financial solutions for business owners and individuals.  His passion lies in encompassing all financial aspects of family-run operations including estate planning, business succession, continuation planning, retirement planning, managed money, trusts, and investments – making for a smooth transaction for all parties involved when the time comes. 

Don’s 35+ years of experience includes 15 years of Senior Management with the Nation’s leading insurance companies, diverse expertise in Banking and Investments along with many accolades and industry-recognized achievements. In all aspects of his career, he has always committed to providing a wealth of financial planning and management services for notable companies and individuals.