Retireright Financial Planning
RetireRight Financial Planning is a private wealth management firm, founded in 2005 and headquartered in Pittsburgh, Pennsylvania. We work with more than 150 families and businesses in both the Western Pennsylvania region and around the United States. Through Kestra Financial, our advisors oversee in excess of $175M in assets under management; in addition to, consulting on more than $150M in plan assets under advisement as of February 2018. We take the burden of managing the financial details so you can focus on living a vibrant life. We help identify how your wealth will serve you in pursuing your unique purpose and passions. Every financial plan we design is predicated on the discovery of individual goals and identifying what you value most. We combine our expertise and experience to implement innovative strategies that are tailored for your financial goals. Securities offered through Kestra Investment Services, LLC,(Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC,(Kestra AS) an affiliate of Kestra IS. RetireRight Financial Planning is not affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- DS
Don Settina
Elite Wealth Manager · Finance & Accounting
EmailPhone - CM
Cindy Makowski-Settina
Chief Financial Officer · Finance & Accounting
EmailPhone - SP
Sharon Pivirotto
Succession & Legacy Planning for Business Owners and High-net-worth Families · Other
EmailPhone - KC
Kathryn Clark
Financial Paraplanner · Finance & Accounting
EmailPhone - KT
Keith Traffican
Wealth Management Advisor · Finance & Accounting
EmailPhone - KT
Keith Traffican
Wealth Management Advisor · Finance & Accounting
EmailPhone - CS
Cindy Settina
CFO · Finance & Accounting
EmailPhone
Showing 7 of 8 verified contacts
Top roles at Retireright Financial Planning
7 distinct titles indexed · top 7 shown.
- 2wealth management advisor
- 1cfo
- 1chief financial officer
- 1elite wealth manager
- 1financial paraplanner
- 1owner wealth and retirement plan advisor
- 1succession & legacy planning for business owners and high-net-worth families
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