Greg Schroeder, CFP®

Greg has lived in Watertown since 1993 and is actively involved in the community.  He has served several local organizations: Watertown Area YMCA (Past President); Health and Wellness Center of Watertown (Treasurer); Watertown Soccer Association (Secretary/ Treasurer, Coach, Referee); Watertown Transit Commission; Lebanon Band; Local community theatre; Leadership Watertown; and is an active member of his local congregation.

Greg has been a financial services professional for over twenty years and has achieved several Professional designations:  He is a CERTIFIED FINANCIAL PLANNER ^TM professional, a Master Planner Advanced Studies^SM  professional and has recently achieved the Professional Plan Consultant ^TM designation. He has helped individuals in the areas of financial planning, investment services, and insurance (life and long-term care).  He has also assisted small businesses in the establishment and maintenance of employer sponsored retirement plans, as well as business continuation planning.

Greg has an extensive educational background with three bachelor’s degrees, a Master of Arts from Marquette University and a Master of Science from the College of Financial Planning.  In addition to his CERTIFIED FINANCIAL PLANNER ^TM and Master Planner Advanced Studies^SM designations, Greg is a registered representative (Series 7), Investment Advisor Representative (Series 65), and licensed insurance intermediary for life, health, LTCi, property and casualty insurances.