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.
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.
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.
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.
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.
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.
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.
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.
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.
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. She is the current Vestry Treasurer at St. Mary’s Episcopal Church in Portsmouth, RI, and is a member of the Aquidneck Land Trust, Save the Bay and Clean Ocean Access.
Dave joined Corrigan Financial in January 2004 and is a shareholder in the firm. Dave, a Senior Financial Planner, is a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS), and a Certified Financial Planner® (CFP®). Dave holds a Master of Business Administration degree from the University of Rhode Island and a Bachelor of Science in Accounting from Fairfield 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. Dave previously was employed as a Finance Manager at Citizens Investment Services Corp., and as an Accountant for KPMG Peat Marwick, LLP. Dave serves on the Professional Advisory Council at the Rhode Island Foundation, and he is the former Board Chairman for the Financial Planning Association of Rhode Island, where he served as President in 2013.
Christopher joined Corrigan Financial in 2015. He holds a Bachelor of Science in Accounting from Providence College. He is currently studying for the Certified Public Accountant (CPA) Exam. Christopher was previously employed as a Senior Tax Associate at RSM US LLP (formerly known as McGladrey LLP).
Sydney joined Corrigan Financial in 2017. She holds a Masters of Business Administration (MBA) from Salve Regina University, and a Bachelor of Science in Accounting from Salve Regina University. She is also currently studying for the Certified Public Accountant (CPA) Exam.
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 Financial Planning Association of Rhode Island.
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.
Brendan joined Corrigan Financial in December 2020. He holds a 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 the Finance Director at Clean Harbors.
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 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.
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.
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 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. She previously was employed as an operations manager at Citizens Financial Services.
Sara joined Corrigan Financial in October 2018 as Wealth Management Relationship Coordinator. She holds a Bachelor of Arts from Rhode Island College, and she received the Financial Paraplanner Qualified Professional™ certification from the College for Financial Planning®. Sara was previous employed as the Finance Director of the Newport County Chamber of Commerce.
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.
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 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.