top of page



Sean Mullaney is a financial planner and the President of Mullaney Financial & Tax, Inc.  Mullaney Financial & Tax, Inc. offers fiduciary, fee-only, and advice-only financial planning. 


Sean writes the Plutus Award winning blog on the intersection of tax and financial independence. He also has a personal finance YouTube channel and wrote Solo 401(k): The Solopreneur's Retirement Account

Sean has discussed personal finance and tax on numerous podcasts, including ChooseFI, The Stacking Benjamins Show, How to Money, and BiggerPockets Money. He has been quoted in media outlets including The Wall Street Journal, The New York Times, and MarketWatch.

Sean entered financial planning as a career changer. In his previous career he worked for Deloitte & Touche and PwC, including over 6 years in PwC's Washington National Tax Services practice. Sean is a Certified Public Accountant licensed in California and Virginia. He is a member of Measure Twice Planners and the American Institute of Certified Public Accountants. For more on Sean’s professional background, please visit his LinkedIn profile here.

Sean and his wife Catherine live in Woodland Hills, California. Outside of professional pursuits, he enjoys spending time with his wife, travel, the comedy of Larry David and Jerry Seinfeld, and New York Jets football. 

You can follow Sean on X here.


Mullaney Financial & Tax, Inc. is an accountancy corporation licensed by the California Board of Accountancy and is a registered investment advisor registered with the state of California. Sean Mullaney is the investment adviser representative of Mullaney Financial & Tax, Inc.

Mullaney Financial & Tax, Inc. (“MFT”) is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by MFT in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of MFT, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Privacy Policy: For users of this site, Mullaney Financial & Tax, Inc. will not share information you share through the "Become a Client" questionnaire and/or the contact form on this site unless required to by law (such as to respond to a validly issued government subpoena). This information is maintained indefinitely, but at your request, we will delete this information. The above policies apply to any other information collected through the use of this website. For clients of Mullaney Financial & Tax, Inc., please see the privacy policy in our Firm's latest Form ADV Part 2. The link is provided below.

bottom of page