Donald L. Gretta
Financial Advisor @Vista Wealth
Bethlehem, PA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Apr 2012 — Present
Financial Advisor @Vista Wealth
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Center Valley, PA, US
EDUCATION
2011 — 2012
The American College of Financial Services
CFBS (Certified Family Business Specialist), GS 836 1, GS 836 2,GS 803 business valuation Graduate Course
SKILLS
Income ProtectionInvestment StrategiesWealthAsset ManagementFinancial PlannersLife & Health Insurance LicensesRetirement Plan ConsultingSeries 63Financial AdvisoryRoth IraPensionsDefined BenefitLong Term Care InsuranceInvestment AdvisorySeries 66Series 7Whole LifeWealth Management401kWealth AccumulationSeries 6InsuranceSeries 24InvestmentsVariable AnnuitiesCollege Savings PlansDisability Insurance401k RolloversSmall BusinessRetirement PlanningSecuritiesEstate PlanningFinraTerm Life InsuranceFinancial ServicesPersonal FinanceRetirementStrategic Financial PlanningUniversal LifeFixed Annuities
ABOUT DONALD L. GRETTA
Preparing for that next step in life isn’t always easy. My combination of experience…
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