Donald L. Gretta, CLU, CFBS is a financial professional with more than 38 years of experience in the financial services industry. His work is rooted in a deep passion for comprehensive financial planning, particularly as it relates to families, family run businesses, and long-term legacy planning.

Don provides guidance across all major areas of financial strategy, including estate planning, business succession and continuity planning, retirement planning, investment management, trusts, and wealth management. His approach emphasizes coordination and advance planning to help individuals, families, and business owners prepare for future transitions.

His career includes more than 20 years in senior management roles with nationally recognized insurance companies, where he developed extensive expertise in investments and earned various industry recognitions. Throughout his career, Don has remained committed to providing thoughtful and customized planning support for individuals and organizations.

Currently a partner with 360 Wealth Strategies, Don maintains an ongoing commitment to professional development through continuing education, workshops, and seminars. This allows him to stay current on planning concepts relevant to family businesses and private clients with complex and evolving financial needs.

Don looks forward to working with business owners and families in the Lehigh Valley and surrounding regions, drawing on his experience and professional credentials to support long‑term planning discussions.