Gretta Zutz is a financial services executive and long-term care insurance expert who has been serving clients, families, and advisors since 2012. With deep expertise in risk management and a mission centered on dignity, flexibility, and choice, she helps client's understand how correctly constructed protection strategies strengthen their overall financial lives.
A Midwesterner who spent 22 years in New York City before moving to South Florida, Gretta brings both sophistication and sincerity to her work. She is known for her community-forward leadership, including active involvement with WIFS, BUG (Brooklyn Urban Gardeners), ProVisors, and Heal the Planet.
Gretta is a pioneer in advocating for women and to the LGBTQ+ community to receive the correct level of risk mitigation around their wealth, especially during major life transitions. Her approach is warm, clear, and grounded in the belief that risk management is ultimately planning, and planning is what protects dignity and choice.