Daniel’s Approach
Daniel G. Corrigan
CPA/PFS, CFP®, MBA
Managing Partner / Financial Advisor / Member Owner
Overview
Daniel “Dan” Corrigan is a managing partner and financial advisor in our Middletown, Rhode Island, office, where he focuses on comprehensive financial planning for individuals and families. A CERTIFIED FINANCIAL PLANNER® professional, Dan has more than 40 years of experience in the financial services industry and a deep understanding of how thoughtful planning supports long-term financial confidence.
Dan advises clients across all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding strategies. He also holds the Certified Public Accountant (CPA) credential and the Personal Financial Specialist (PFS) designation, issued by the American Institute of Certified Public Accountants (AICPA), which supports his integrated approach to tax-aware financial planning.
Before starting at Savant in 2025, Dan founded Corrigan Financial in 1989 and served as its principal shareholder until it joined Savant. Earlier in his career, he practiced public accounting with Ernst & Whinney, now Ernst & Young, and Rooney, Plotkin & Willey, CPAs. This foundation in public accounting continues to inform his practical, detail-oriented guidance for clients navigating complex financial decisions.
Dan maintains active professional involvement as a member of the AICPA, the Rhode Island Society of Certified Public Accountants, and the Financial Planning Association of Rhode Island. He demonstrates his dedication to community service as a trustee of St. Barnabas Church in Portsmouth, Rhode Island, the Boys and Girls Club of Newport County, and the Newport Hospital Foundation, and he participates on the Portsmouth Economic Development Committee. Dan previously served on the boards of the Newport Hospital Foundation and the Boys and Girls Club of Newport County and held treasurer roles for both organizations.
Dan earned a bachelor’s degree in business administration and a Master of Business Administration (MBA) from the University of Rhode Island. A lifelong resident of Newport County, he and his wife, Celine, value strong family connections, lasting friendships, and meaningful community involvement.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Accounting & Consulting Services
Integrated accounting, tax, payroll, and advisory services that help business owners navigate complexity, evaluate opportunities, and plan for the future.
Education
- University of Rhode Island
Bachelor of Science in Business Administration
Master of Business Administration (MBA)
Professional Designations
- Certified Public Accountant / Personal Financial Specialist
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations
- American Institute of Certified Public Accountants (AICPA) – member
- Rhode Island Society of Certified Public Accountants (RISCPA) – member
- Financial Planning Association of Rhode Island – member
- St. Barnabas Church – trustee
- Boys and Girls Club of Newport County – former board member and treasurer, current trustee
- Newport Hospital Foundation – former board member and treasurer, current trustee
- Portsmouth Economic Development Committee – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.