Daniel’s Approach
Daniel T. Corrigan
CFP®, CIMA®
Financial Advisor / Member Owner
Overview
Daniel “Dan” Corrigan is a financial advisor in our Middletown, Rhode Island, office, where he works closely with individuals and families on comprehensive financial planning strategies. As a CERTIFIED FINANCIAL PLANNER® professional and Certified Investment Management AnalystSM (CIMA®), Dan focuses on helping clients navigate wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income strategies, insurance needs analyses, debt management, and education funding.
Dan provides a well-rounded perspective to his role, shaped by his background in financial services. Before joining Savant, he served as an investment advisor with Corrigan Financial, which joined Savant in 2025.
Dan earned a bachelor’s degree in finance from Stonehill College in Easton, Massachusetts. He also gives back to the community as a member of the board of directors for the Newport County YMCA.
In his personal time, Dan enjoys golfing and spending time with his family and friends.
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.
Education
- Stonehill College
Bachelor of Science in Finance
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Investment Management Analyst®
Affiliations
- Newport County YMCA – board of directors
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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SearchDisclosures
Certification Disclosures
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.