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Submitted URL: http://corriganfinancialinc.com/
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Submission: On May 18 via manual from US — Scanned from DE
Effective URL: https://www.corriganfinancialinc.com/
Submission: On May 18 via manual from US — Scanned from DE
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</form>Text Content
Skip to main content * Home * About * Our Services * Our Team * Client Resources * Contact RESPONSIVE THEME: SLIDESHOW * WEALTH MANAGEMENT THAT GOES BEYOND THE NUMBERS * WEALTH MANAGEMENT THAT GOES BEYOND THE NUMBERS * WEALTH MANAGEMENT THAT GOES BEYOND THE NUMBERS * WEALTH MANAGEMENT THAT GOES BEYOND THE NUMBERS * WEALTH MANAGEMENT THAT GOES BEYOND THE NUMBERS 12345 WHY US? WE UNDERSTAND THE LANGUAGE OF NUMBERS AND BELIEVE THE BEST FINANCIAL PLANNING CONSIDERS MANY ELEMENTS THAT CONTRIBUTE TO FINANCIAL SUCCESS. Tell a friend -------------------------------------------------------------------------------- ABOUT US Since 1989, Corrigan Financial has been helping clients achieve their financial goals and objectives. The key to our clients' success is the establishment and maintenance of a comprehensive financial planning framework. Delivering this service requires a disciplined environment that coordinates people, process and technology. Read More OUR PHILOSOPHY At Corrigan Financial, we believe the creation of a financial planning framework and adherence to an investment policy are the foundations of successful wealth management. We have strong beliefs that define our business, our client interactions, and our approach to service. Read More OUR PROCESS The Corrigan Process is a comprehensive approach that is incorporated into every interaction we have with a client. It drives every aspect of our work. We believe this disciplined process enables us to assist each client more effectively to manage his or her personal finances in a complex, ever-changing world. Read More OUR SERVICES OUR SERVICES ARE INTEGRATED TO PROVIDE YOU WITH AN OVERALL FINANCIAL PLAN THAT INCORPORATES YOUR UNIQUE NEEDS AND OBJECTIVES WITHIN A FRAMEWORK DESIGNED FOR TAX EFFICIENCY AND SUCCESSFUL WEALTH ACCUMULATION. Book a Meeting -------------------------------------------------------------------------------- COMPREHENSIVE FINANCIAL PLANNING Our approach is more comprehensive than basic financial planning, and goes beyond the numbers by addressing your financial life through careful exploration of your goals, lifestyle, and personal preferences. Our in-depth process results in a flexible, long-term plan customized to address your specific and evolving needs. Read More INVESTMENT ADVISORY SERVICES A personalized investment strategy is essential to your long-term financial security. Therefore we develop an investment policy that is consistent with your overall financial plan and incorporate your values and goals, your comfort with risk, and your planning time-horizon and assets. Read More TAX PLANNING AND PREPARATION Taxes are an integral part of your financial world. Our tax knowledge is a distinct benefit of working with Corrigan Financial. We incorporate tax considerations into both our planning and our investment management. Read More CORPORATE PENSION PLAN SERVICES We provide comprehensive investment advisory and consulting services for corporate pension plans. Our full-service pension plan solution focuses on fiduciary diligence, diverse investment options, participant education and full disclosure of all fees and expenses. Read More CHARITABLE GIVING Corrigan Financial, Inc. believes whole-heartedly in the importance of community service and in supporting the good work of non-profit organizations both in RI, and nationally. CFI staff are encouraged to get involved with organizations that are important to them and are supported in their efforts. Read More HOME OUR TEAM LEARN MORE ABOUT OUR AMAZING TEAM OF PROFESSIONALS. Tell a friend Openings: Investment Advisor & Financial Planners -------------------------------------------------------------------------------- FOUNDING PRINCIPAL DANIEL G. CORRIGAN CPA/PFS, CFP® Bio FINANCIAL PLANNING GROUP ANDRE KHALFAYAN CPA/PFS, MST Bio CHRISTINE M. WINSLOW CPA/PFS Bio RALPH T. SALVATORE CPA/PFS, CFP® Bio BRENDAN J. SOLECKI CPA Bio JEFFREY T. GRIMES CPA Bio MAXWELL A. KHALFAYAN CPA Bio REBECCA J. CARD Bio JULIE A. DRAINVILLE CFP®, CHFC® Bio JAMES A. DESMET Bio INVESTMENT ADVISORY GROUP ANDREW J. PARSONS CFP®, CIMA® Bio DANIEL T. CORRIGAN CIMA® Bio SARAH VANDERVEER LUI Bio SEAN MALONEY CFP®, CIMA® Bio JUAN M. ROLDAN Bio ALEESHA K. GRAHAM Bio CLIENT SERVICES GROUP ANDREA M. BORGES Bio JO-ANN IZZO FPQP™ Bio LISA M. MEDEIROS Bio JESSICA W. GEMMING Bio NOELLE L. ROBINSON Bio ALYSON C. MULHERN Bio CAROLINE W. MCCARTHY Bio JENNIFER A. CORCORAN Bio RESOURCES WE'VE GOT THE RESOURCES TO KEEP YOU INFORMED. NEWSLETTER VIDEOS ACCOUNT VIEW USEFUL WEBSITES CLIENT PAYMENT -------------------------------------------------------------------------------- CONTACT US DON'T HESITATE TO GET IN TOUCH WITH US. WE WOULD LOVE THE OPPORTUNITY TO BECOME YOUR TRUSTED ADVISOR. -------------------------------------------------------------------------------- Phone: 401.849.9313 Fax: 401.849.5508 Toll Free: 1.888.253.5811 Email: contactcfi@corriganfinancialinc.com 747 Aquidneck Avenue, Middletown, Rhode Island 02842 Get Directions QUICK MESSAGE Name: * Email: * Message: * Leave this field blank: * Sitemap * Legal, privacy, copyright and trademark information * Important Notice * Disclaimer * CFI Disclosure Document-Form ADV 2 * CFI Privacy Notice © 2023 Corrigan Financial, Inc. All rights reserved. × TELL A FRIEND TELL A FRIEND We grow our business through client referrals. If you’ve been happy with our services and our work together, please tell a friend! Filling out the following form is a quick and easy way to let others know about our services. The mandatory fields are denoted with an asterisk (*). Note that your friend's e-mail address and name will not be sent to us and will not be used for any purpose other than to send him/her your message. All information is confidential. Remember that e-mail is not a secure medium, and so personal information should be transmitted by more secure means. From: * Your email: * To: * To email: * Comments: * I'm emailing because I thought you might be interested in getting in touch with Corrigan Financial, Inc. You can take a look at their website at http://www.corriganfinancialinc.com. Leave this field blank: × BOOK A MEETING QUICK MESSAGE Name: * Email: * Message: * Leave this field blank: × DANIEL G. CORRIGAN Email: DCorrigan@corriganfinancialinc.com Dan founded Corrigan Financial in 1989. He is the principal shareholder in the firm. Dan is a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS), and a Certified Financial Planner® (CFP®). Dan holds both a Master of Business Administration and a Bachelor of Science in Business Administration degree in Accounting from the University of Rhode Island . He is a member of the American Institute of Certified Public Accountants (AICPA), the Rhode Island Society of Certified Public Accountants (RISCPA) and the Financial Planning Association of Rhode Island. Prior to founding CFI, Dan practiced as a CPA with the accounting firms of Ernst & Whinney (currently Ernst & Young) and Rooney, Plotkin & Willey, CPAs. Dan serves as a Trustee of St. Barnabas Church in Portsmouth RI and as a Trustee of the Boys and Girls Club of Newport County. × ANDRE KHALFAYAN Email: AKhalfayan@corriganfinancialinc.com Andre joined Corrigan Financial in February 1997 and is a shareholder in the firm. He is the firm’s Director of Financial Planning and Tax Services. He is a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS). Andre holds a Master of Science in Taxation degree from Bentley College and a Bachelor of Science in Business Administration degree from Salve Regina University. He is a member of the American Institute of Certified Public Accountants (AICPA), the Rhode Island Society of Certified Public Accountants (RISCPA) and the Financial Planning Association of Rhode Island. He previously was employed as an Audit and Accounting Manager with Casten, Victor and Company, CPAs. Andre served as the past President of the Portsmouth Youth Football Association and is the current Treasurer . × CHRISTINE M. WINSLOW Email: CWinslow@corriganfinancialinc.com Christine joined Corrigan Financial in January 1998 and is a shareholder in the firm. She is a Senior Financial Planner as well as the firm’s Director of Operations. She is a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS). Christine received a Master of Science degree in Accounting from the University of Rhode Island and holds a Bachelor of Arts degree from Mount Holyoke College. She is a member of the American Institute of Certified Public Accountants (AICPA), the Rhode Island Society of Certified Public Accountants (RISCPA) and the Financial Planning Association of Rhode Island. She previously was employed as Finance Director by New Visions for Newport County, Inc., and as a Supervisor with Rooney, Plotkin & Willey, CPAs. Christine is a Board member of the Visiting Nurses Services of Newport and Bristol Counties, Inc., having served as Past President and Past Treasurer. In May 2013, Christine received the Mary A. Dwyer award in recognition of her long-standing commitment and outstanding service to the Visiting Nurses Services. × RALPH T. SALVATORE Email: RSalvatore@corriganfinancialinc.com Ralph joined Corrigan Financial in November 2007 and is a shareholder in the firm. He is a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS) and a Certified Financial Planner® (CFP®). Ralph holds a Master of Business Administration degree from the Providence College and a Bachelor of Science in Accounting from Bryant University. He is a member of the American Institute of Certified Public Accountants (AICPA), the Rhode Island Society of Certified Public Accountants (RISCPA) and the Financial Planning Association of Rhode Island. Ralph previously was self-employed as a financial consultant and tax practitioner and employed as the Senior Budget Officer for the Providence School Department. Ralph is on the board of directors of the Down Syndrome Society of Rhode Island. × BRENDAN J. SOLECKI Email: BSolecki@corriganfinancialinc.com Brendan joined Corrigan Financial in December 2020. He is a Certified Public Accountant (CPA) and earned his Masters of Business Administration (MBA) in Finance and Accounting from Clark University, and a Bachelor of Arts in Management from Clark University. Brendan was previously employed as a Finance Director at Clean Harbors. He is a member of the American Institute of Certified Public Accountants (AICPA), the Rhode Island Society of Certified Public Accountants (RISCPA) and the Financial Planning Association of Rhode Island. × JEFFREY T. GRIMES Email: JGrimes@corriganfinancialinc.com Jeff joined Corrigan Financial in September 2019. He is a Certified Public Accountant (CPA) and earned his Master of Science in Accounting and a Bachelor of Science in Business Administration from the University of Rhode Island. He was previously employed as an Audit Associate with CBIZ & MHM in Boston, MA. He is a member of the American Institute of Certified Public Accountants (AICPA), the Rhode Island Society of Certified Public Accountants (RISCPA) and the Financial Planning Association of Rhode Island. × MAXWELL A. KHALFAYAN Email: MKhalfayan@corriganfinancialinc.com Max joined Corrigan Financial, Inc in October 2022. He is a Certified Public Accountant (CPA) and earned his Master of Business Administration and a Bachelor of Science in Business Administration with a major in Accounting from the University of Rhode Island. He was previously employed as an Audit Manager with Ernst & Young in New York, NY. He is a member of American Institute of Certified Public Accountants (AICPA), the Rhode Island Society of Certified Public Accountants (RISCPA). × REBECCA J. CARD Email: RCard@corriganfinancialinc.com Rebecca joined Corrigan Financial in September 2019. She holds a Master of Business Administration in Accounting from Johnson and Wales University (2014) and a Bachelor of Arts from Brown University (2003). Rebecca was previous employed as Tax Associate with KPMG LLP. She is currently studying for the Certified Public Accountant (CPA) Exam. She is a member of the Financial Planning Association of Rhode Island. × JULIE A. DRAINVILLE Email: JDrainville@corriganfinancialinc.com Julie joined Corrigan Financial, Inc. in November 2022. She is a Certified Financial Planner® (CFP®) and a Chartered Financial Consultant (ChfC®) and earned a Bachelor of Science in Finance from Southern New Hampshire University. She was previously employed as an Associate Advisor at CovingtonAlsina in Annapolis, MD. She is a member of the Financial Planning Association of Rhode Island. × JAMES A. DESMET Email: JDesmet@corriganfinancialinc.com James joined Corrigan Financial in January 2023 as a member of the Tax and Financial Planning team. He holds a Bachelor of Business Administration in Accounting from Adrian College in Adrian, Michigan. × ANDREW J. PARSONS Email: AParsons@corriganfinancialinc.com Andy joined Corrigan Financial in April 2011 and is a shareholder in the firm as well as our Chief Compliance Officer. He is an Investment Advisor, a Certified Financial Planner® (CFP®) and a Certified Investment Management Analyst (CIMA®). He holds a Master of Business Administration degree from Babson College and a Bachelor of Science in Finance from Boston College's Carroll School of Management. Andy has passed the Series 6, 24, 63 and 65 license exams. Andy previously was employed as Vice President, Executive Relationship Manager with New York Life Investments. He is a member of the Financial Planning Association of Rhode Island and a member of the American Diabetes Association New England Office. × DANIEL T. CORRIGAN Email: DTCorrigan@corriganfinancialinc.com Dan joined CFI in September, 2015. He is an Investment Advisor and a Certified Investment Management Analyst (CIMA®). Dan holds a Bachelor of Science in Finance from Stonehill College (2011) and has passed the FINRA Series 65 exam. He was previously employed at Morgan, Lewis & Bockius, LLP. × SARAH VANDERVEER LUI Email: SVanderveerlui@corriganfinancialinc.com Sarah joined Corrigan Financial in March 2004. She is the Manager of Investment Operations and is a shareholder in the firm. Sarah has passed the Series 65 exam. She holds a Bachelor of Arts degree in Elementary Education and History from the University of Rhode Island. She previously was employed by the Middletown School District and by Tuition Management Systems. Sarah is the treasurer of the Portsmouth Youth Football Association, Chair of the Grants Committee for the Newport Public Education Foundation, and on the board of the Harold Kanovitz Foundation. × SEAN MALONEY Email: SMaloney@corriganfinancialinc.com Sean joined Corrigan Financial, Inc. in April 2022. He holds a Bachelor of Science in Business Administration (1993) from Georgetown University and received the CFP® credential in 2020. Sean was previously employed as Institutional Sales Trader at Virtu Financial, Inc. (formerly KCG). In 2022, Sean also earned his CIMA® designation. × JUAN M. ROLDAN Email: JRoldan@corriganfinancialinc.com Juan joined Corrigan Financial in September 2019 as an Associate Investment Advisor. He holds a Bachelor of Science in Global Business & Economics from Salve Regina University. Juan was previously employed by BankNewport. × ALEESHA K. GRAHAM Email: AGraham@corriganfinancialinc.com Aleesha joined Corrigan Financial in December 2021 as an Associate Investment Advisor. She holds a Master of Business Administration with a concentration in Finance (2021) and a Bachelor of Science in Business Administration with a concentration in International Business (2020) from Johnson & Wales University. × ANDREA M. BORGES Email: ABorges@corriganfinancialinc.com Andrea joined Corrigan Financial in February 1990 and is a shareholder in the firm. She is an Investment Associate. Andrea is a graduate of Katharine Gibbs School and previously was employed by the accounting firm of Rooney, Plotkin and Willey, CPAs. × JO-ANN IZZO Email: JIzzo@corriganfinancialinc.com Jo-Ann joined Corrigan Financial in March 2003. She serves as the firm's Wealth Management Relationship Coordinator. Jo-Ann has passed the Series 3, 4, 7, 8, 24, 53, 63 and 65 exams. In 2022, Jo-Ann earned her Financial Paraplanner Qualified Professional™ (FPQP™) designation. She previously was employed as an operations manager at Citizens Financial Services. × LISA M. MEDEIROS Email: LMedeiros@corriganfinancialinc.com Lisa joined Corrigan Financial in July 2007. She is the firm’s Senior Receptionist and Client Scheduling Coordinator. She previously was employed with the Newport School Department. × JESSICA W. GEMMING Email: JGemming@corriganfinancialinc.com Jessica joined Corrigan Financial in January 2011. She is the Financial Planning and Tax Administrative Assistant. Jess holds an Associate degree in Elementary Education from Escola Santa Catarina, Novo Hamburgo, Brazil. She also attended Feevale University in Brazil prior to coming to the U.S.A. in 2003. × NOELLE L. ROBINSON Email: NRobinson@corriganfinancialinc.com Noelle joined Corrigan Financial in July 2018. She is our Receptionist and Client Scheduling Coordinator. She previously was employed with the Newport School Department. × ALYSON C. MULHERN Email: AMulhern@corriganfinancialinc.com Aly came to Corrigan Financial in March of 2021 as a Wealth Management Relationship Coordinator. She holds a Bachelor of Arts degree from Providence College. Aly was previously employed as the Associate Director of The St. George’s Fund in the Advancement Office at St. George’s School. × CAROLINE W. MCCARTHY Email: CMccarthy@corriganfinancialinc.com Carol joined Corrigan Financial in December 2007 as Data and Systems Manager and is a shareholder in the firm. She holds a Bachelor of Arts in Economics from Wheaton College. Carol previously was employed by SAIC, Inc. as a Computer Systems Analyst. × JENNIFER A. CORCORAN Email: JCorcoran@corriganfinancialinc.com Jennifer joined CFI in September 2017 as Financial Operations Assistant. She holds a Master of Business Administration from Babson College (1997) and Bachelor of Science in Business Administration from Bentley College (1986). She was previously employed by First Trade Union Bank as Business Development Officer and self-employed as financial consultant supporting many Rhode Island companies. × × × × × × × × × ×