Donald Gretta Email & Phone Number
Financial Advisor @ Vista Wealth Solutions
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Donald Gretta Location
- Bethlehem, PA, US
Donald Gretta Work
- 2012 -now Financial Advisor @
- 2009 -2012 Advanced Market Consultant @ Guardian Insurance
- 2006 -2009 Sales Manager @
- 2004 -2006 Financial Professional @
- 1988 -2004 Managing Partner, Sr. Partner, Agent @
Donald Gretta Education
- The American College of Financial Services
CFBS (Certified Family Business Specialist) (GS 836 1, GS 836 2,GS 803 business valuation Graduate Course)
2011-2012
Donald Gretta Skills
- Wealth
- Social Media
- Estate Planning
- Series 66
- Insurance
- Investment Strategies
- Employee Benefits
- Wealth Accumulation
- 401k
- Retirement
- Asset Management
- 401k Rollovers
- Roth IRA
- High Net Worth Individuals
- Strategy
- Personal Finance
- Series 24
- Life and Health Insurance Licenses
- Retirement Planning
- Wealth Management
- Training
- Variable Annuities
- Investment Advisory
- Life Insurance
- Universal Life
- Strategic Financial Planning
- Income Protection
- Long Term Care Insurance
- Financial Services
- Defined Benefit
- Marketing Strategy
- Pensions
- Investments
- College Savings Plans
- Small Business
- Term Life Insurance
- IRAs
- Series 7
- Fixed Annuities
- Mutual Funds
- Securities
- Public Speaking
- Series 6
- Series 63
- Personal Financial Planning
- FINRA
- Long Term Care
- Financial Planners
- Financial Advisory
- Health Insurance
- Whole Life
- Disability Insurance
- Asset Allocation
- Retirement Plan Consulting
- Finance
Donald Gretta Summary
- Donald Gretta, based in Bethlehem, PA, US, is currently a Financial Advisor at MassMutual Eastern Pennsylvania. Donald Gretta brings experience from previous roles at Guardian Insurance, MetLife, Fulton Financial Advisors and New York Life Insurance Company. Donald Gretta holds a 2011 - 2012 CFBS (Certified Family Business Specialist) in GS 836 1, GS 836 2,GS 803 business valuation Graduate Course @ The American College of Financial Services. With a robust skill set that includes Wealth, Social Media, Estate Planning, Series 66, Insurance and more. Donald Gretta has 1 emails and 2 mobile phone numbers on RocketReach.
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