Institutional Investment Advisory

Our Focus is on Long Term Success
At Settanni Financial, we build relationships that last a lifetime so that you can build a legacy that will last for eternity. We can help the cemetery industry using our knowledge in investment management and financial planning, and our experience working with Institutions.
Don Settanni, CPA has been working with institutions since 1994 in various roles such as independent auditor, financial advisor, and trustee.
David Settanni, CFA, has been working with institutions since 2012 as an Investment Manager. David joined the New York State Association of Cemeteries and the Metropolitan Cemetery Association in 2019.