Bill Gettings, CFP®
Bill Gettings has been an Advisor to individuals and businesses since 1980. He is a Certified Financial Planner serving clients primarily in Lafayette and Indianapolis.
In 1982, he joined his father in Lafayette, Indiana and together they opened an office in Indianapolis as Financial Services Professionals with AXA Equitable, specializing in Retirement Plans. During his 22 year career, Bill has earned his Chartered Life Underwriter, CLU, and Chartered Financial Consultant, ChFC, designations. He also successfully completed the CFP® examination and is a Certified Financial Planner Practitioner. In 2004, he moved to Lafayette, Indiana and became fully independent as a Registered Representative with CFD Investments, Inc.; furthermore, he is a Registered Investment Advisor Representative with Creative Financial Designs. Bill provides Investment and Financial Planning advice to individuals and small businesses.
Bill is a 1974 graduate of Lafayette Central Catholic High School and a 1978 graduate of Purdue University with a Bachelor of Science in Management. Bill’s professional investment career began in Chicago with The Equitable as a pension & retirement plan specialist. He traveled the Midwest training and working with Equitable agents; helping their clients set up and fund Retirement Plans. Bill and his division were leaders for the entire Equitable. Prior to leaving Chicago he helped a paper distribution company establish a 401(k) Plan, one of the first for the Equitable and in the Midwest.
He is active in the Greater Lafayette community and has served on several non-profit boards including Lafayette Community Foundation, Leadership Lafayette and the YWCA. Currently Bill chairs the Lafayette Diocesan Foundation and the Franciscan Alliance St. Elizabeth Foundation. Additionally, he is the President of the Estate Planning Council of Greater Lafayette and an active member in the Indianapolis Society of Financial Service Professionals, FSP, the Financial Services Institute, FSI, and the Financial Planning Association, FPA; all organizations helping Independent Financial Advisors improve their practices and provide continuing professional education.
He has been a faculty member of Purdue University as a Lecturer for CSR 415 Sales & Sales Management in the School of Consumer & Family Sciences.
Bill and his wife Gail have four children and reside in West Lafayette, IN.