Sean P. Maloney

CFP®, CIMA®

Financial Advisor / Member Owner

My favorite part of my job is building relationships with our clients. I strive to help them gain confidence in their financial future.

747 Aquidneck Avenue Middletown, RI 02842
401.849.9313

Sean is a financial advisor in Savant’s Middletown, RI office. He has a membership interest in Savant.

As a CERTIFIED FINANCIAL PLANNER® professional and Certified Investment Management AnalystSM (CIMA®), Sean is knowledgeable in 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.

Sean has been involved in the financial services industry since 1999. He worked in the investment advisory group for Corrigan Financial from 2022 until it joined with Savant in 2025. Prior to joining Corrigan, he was an institutional sales trader for a global financial services firm. Before entering the financial service industry, Sean realized his childhood dream and was blessed to play professional baseball for eight years with the Milwaukee Brewers, the Los Angeles Dodgers, and the Baltimore Orioles.

Sean earned a bachelor of science degree in business administration from Georgetown University.

Sean’s greatest joy has been raising his children Ryan, Brett, Evan, and Kate. In his free time, he enjoys working in his yard and playing golf and tennis.


Education &
Designations

  • Georgetown University
    Bachelor of Science in Business Administration
  • CERTIFIED FINANCIAL PLANNER® professional
  • Certified Investment Management AnalystSM (CIMA®)

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® 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.

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