David J. Matarese,  CFP<sup>&reg;</sup> - Financial Advisor

David J. Matarese, CFP®

CPA/PFS,

Corrigan Financial, Inc.

747 Aquidneck Ave
Middletown, RI 02842
(401) 849-9313

General

David Matarese is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Corrigan Financial, Inc. in Middletown, RI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Personal Financial Specialist (PFS)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement, Long-term Care, Personal Taxes

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