Sean’s Approach
Sean P. Maloney
CFP®, CIMA®
Financial Advisor / Member Owner
Overview
Sean Maloney is a financial advisor in our Middletown, Rhode Island, office, where he focuses on comprehensive financial planning, investment management, retirement income strategies, and wealth planning.
With more than 25 years in the financial services industry, Sean helps clients navigate a wide range of financial decisions with clarity and confidence. As a CERTIFIED FINANCIAL PLANNER® professional and Certified Investment Management Analyst® (CIMA®), he provides guidance in areas including retirement income optimization, cash flow planning, proactive tax planning, estate and wealth transfer strategies, philanthropy, insurance analysis, debt management, and education funding.
Sean joined Savant in 2025 when Corrigan Financial became part of the firm. Before that, he worked in Corrigan Financial’s investment advisory group and previously served as an institutional sales trader for a global financial services firm.
Before beginning his career in financial services, Sean achieved a longtime goal of playing professional baseball. During his eight-year career, he played for the Milwaukee Brewers, Los Angeles Dodgers, and Baltimore Orioles.
Sean earned a bachelor’s degree in business administration from Georgetown University.
His greatest joy is raising his children, Ryan, Brett, Evan, and Kate. He also enjoys working in his yard as well as playing golf and tennis.
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
- Georgetown University
Bachelor of Science in Business Administration
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Investment Management Analyst®
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.