About
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 established Mullaney Financial & Tax, Inc. after a lengthy career in public accounting. He worked in the tax departments of both 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 the American Institute of Certified Public Accountants and an associate member of the National Association of Personal Financial Advisors. Sean has degrees in accounting, law, and taxation and a certificate in financial planning.
For more on Sean’s professional background, please visit his LinkedIn profile here. Sean has discussed personal finance and tax on several podcasts, including ChooseFI, The Stacking Benjamins Show, How to Money, and Earn & Invest. He blogs on tax and financial independence at fitaxguy.com and you can follow him on Twitter @SeanMoneyandTax. Sean launched a tax and personal finance YouTube channel in February 2022.
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.
Mullaney Financial & Tax, Inc. 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.
