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Corrigan Financial, Inc

Corrigan Financial, Inc

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  • 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

     

   

Why Us?

We understand the language of numbers and believe the best financial planning considers many elements that contribute to financial success.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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. 

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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.

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Our Team

Learn more about our amazing team of professionals.

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Openings: Investment Advisor & Financial Planners

Daniel G. Corrigan

CPA/PFS, CFP®

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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.

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Andre Khalfayan

CPA/PFS, MST

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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 .

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Christine M. Winslow

CPA/PFS

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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. 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. 

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Maxwell A. Khalfayan

CPA

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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).

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Julie A. Drainville

CFP®, ChfC®

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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. 

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Ralph T. Salvatore

CPA/PFS, CFP®

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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. 

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Gregory G. Barishian

CPA, CFP®

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Gregory G. Barishian

Email: GBarishian@corriganfinancialinc.com

Greg joined Corrigan Financial in September 2019.  He is a Certified Public Accountant (CPA) and a Certified Financial Planner® (CFP®).  Greg holds a Master of Taxation (2005) and Bachelor of Science in Finance (1985), both 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. Greg was previously employed as Director of Finance for InsureMyTrip.com and self-employed as a financial consultant for military Service Members and as a tax practitioner.

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Jeffrey T. Grimes

CPA

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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.

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Rebecca J. Card

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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. 

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Brendan J. Solecki

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Brendan J. Solecki

Email: BSolecki@corriganfinancialinc.com

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.

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Andrew J. Parsons

CIMA®

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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 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. Andy serves as a Board member on both the St. Barnabas Catholic Athletic League Basketball and the Portsmouth Youth Football Association. He also volunteers with the Portsmouth Youth Soccer Association and the Portsmouth Youth Basketball Program. 

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Daniel T. Corrigan

CIMA®

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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.

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Sean Maloney

CFP®

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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). 

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Sarah Vanderveer-Lui

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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.

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Juan M. Roldan

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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.  

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Joseph P. Swift

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Joseph P. Swift

Email: JSwift@corriganfinancialinc.com

Joe joined Corrigan Financial, Inc. in November 2021. He holds a Bachelor of Art and Science (2020) from University of Rhode Island (2020). Joe was previously employed with Marinosci Law Group and Kay Jewelers.

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Aleesha K. Graham

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Aleesha K. Graham

Email: AGraham@corriganfinancialinc.com

Aleesha joined Corrigan Financial in December 2021 as Associate Investment Advisor. She holds a Master of Business Administration (2021) and a Bachelor of Science (2020) from Johnson & Wales University.

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Andrea M. Borges

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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. 

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Jo-Ann Izzo

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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. She previously was employed as an operations manager at Citizens Financial Services.  

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Lisa M. Medeiros

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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.  

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Jessica W. Gemming

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Jessica W. Gemming

Email: JGemming@corriganfinancialinc.com

Jess joined Corrigan Financial in January 2011. She 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.  

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Noelle L. Robinson

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Noelle L. Robinson

Email: NRobinson@corriganfinancialinc.com

Noelle joined Corrigan Financial in July 2018. She is our new Receptionist and Client Scheduling Coordinator. She previously was employed with the Newport School Department.

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Alyson C. Mulhern

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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. 

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Caroline W. McCarthy

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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.  

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Jennifer A. Corcoran

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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.

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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

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