SHARLEE L. CRETORS, MBA, CFP®, MS, CDFA®

President & CEO, SC Financial Services, Inc. and Co-Owner of Optimized Business Transitions, LLC

SC Financial Services’ President and CEO Sharlee Cretors is a seasoned financial professional with a big-picture perspective and a real-life commitment to helping clients. In 2003, she established SC Financial Services as a woman-owned advisory firm dedicated to helping busy executives work through the complexities of their financial lives. Sharlee has spent nearly thirty years in financial services and has an undergraduate degree in Economics, a Master’s in Business Administration (MBA) and a Master’s (MS) in Financial Planning. She has been a Certified Financial Planner (CFP) since 1993.

Most of Sharlee’s clients are pre-retirement aged business owners, executives, and professionals needing to make crucial retirement decisions during some of the busiest years of their career. Sharlee understands that financial goals and life goals are inextricably linked. So, she coaches to both, working personally with her clients and their families to help them make sound, unbiased decisions that align their financial lives with their life goals.

Sharlee graduated Magna Cum Laude from the University of California, San Diego with a BA in Economics. In addition to the CFP designation, she has an MBA from Arizona State University and an MS in Financial Planning from the College of Financial Planning in Denver, Colorado. She is also a partner and Board Member of Social Venture Partners (SVP) of Arizona, a philanthropic organization investing like venture capitalists–with time and talent, as well as money–in non-profits engaged in community and education-based projects.  Sharlee also holds a Board position with Tonto Creek Camp, a non-profit organization which focuses on educating under-served youth in a camp setting and in collaboration with Arizona State University.

Sharlee and her husband and business partner Kurt live in Scottsdale, Arizona. They have two very busy daughters in college.