Don Settina, Cfp®, Ppc®, Clu®, Cap® Email & Phone Number

My entry into the financial industry came in 1982 as an insurance agent. I gravitated to the investment side of the business fairly quickly, more specifically to helping the business owner.For years I focused my practice on serving the pension needs of business owners, creating a proprietary service process titled, “The 401k Service Solution.” This process went on to win an award from the Profit Sharing Council of America and was used as the basis for a new advisor designation I created in 2005 called, “Professional Plan Consultant.”After training thousands of advisors through this designation program on how to service retirement plans to a high standard, the designation program was acquired by another local Pittsburgh firm, (fi360, now part of Broadridge).✳️ I now help successful business owners and affluent families formulate a vision of clarity for a stress-free retirement transition. ✳️AREAS OF FOCUS➡️ Succession Planning➡️ Executive Benefits➡️ Tax Mitigation (Income and Estate)➡️ Wealth Transfer➡️ Wealth Protection➡️ Charitable GivingPROFESSIONAL💠 Founder: RetireRight Financial Planning (Formerly RetireRight Pittsburgh)💠 Author: The 401k Service Solution Handbook for Retirement Plan Sponsors and Fiduciaries💠 Creator: The “Professional Plan Consultant” Designation for 401(k) Plan Advisors💠 Licenses: Series 6, 63, 7Professional Programs Completed:💠 Accredited Investment Fiduciary® (AIF®)💠 Accredited Investment Fiduciary Analyst® (AIFA®)💠 Certified Financial Planner® (CFP®) 💠 Professional Plan Consultant® (PPC®) 💠 Certified Life Underwriter® (CLU®) 💠 Chartered Advisor in Philanthropy® (CAP®) Affiliated Firms:💠 Southern California Institute: Instructor💠 Certified Founders Group Associate💠 The Center for Tax Strategies and ResourcesPERSONALI live by the slogan “Always make your future bigger than your past.”My wife, Cindy, and I are living the dream that’s been in motion for the last 20 years - we split our time between Pittsburgh and Florida, work on the things we are most passionate about, and enjoy a balanced lifestyle. We cook together a lot and play golf with our group of friends. We play bocce and love to travel around the country to different places like Palm Springs, CA; Kohler, WI; Phoenix, AZ. We have two amazing daughters, Melanie and Tiffany, and three grandchildren in Utah and five in Ohio.We’ve built a life around our clients who are now great friends, and we continue to guide them into the next transition of their lives.

Listed skills include 401K, Strategic Financial Planning, Financial Advisory, Risk Management, and 5 others.