Sean William Mullaney

Employer firm

Mullaney Financial & Tax, Inc. CRD 299906

33 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• TAX CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → Present
  Mullaney Financial & Tax, Inc.
  Woodland Hills, CA
• 01/2011 → 06/2018
  Pwc
  Los Angeles, CA

Other Businesses

Sean W. Mullaney, the President of MFT, operates a personal finance content creation business. Currently it has four main components: A book titled Tax Planning To and Through Early Retirement co-authored with Cody Garrett, CFP(R), finished and published in 2025. A book titled Solo 401(k): The Solopreneur's Retirement Account. A personal finance YouTube channel. Potential speaking and presenting opportunities for fees. As of January 2026, all four components currently generate revenue. Sean W. Mullaney collects book royalties from sales of versions of the two books listed above. Sean W. Mullaney also collects royalties from his YouTube channel, primarily in the form of advertiser revenue from advertisements placed in the video by the hosting platform. Sean W. Mullaney will receive a fee for a continuing education presentation scheduled in March 2026. It is possible that Sean W. Mullaney will receive fees for continuing education presentations and/or other speaking in the future. On occasion, MFT provides links to videos, blog articles, IRS materials, and other sites to clients to help educate them. On occasion, such links may be to Sean Mullaney's personal finance videos, and if the client chooses to watch the recommended video Sean Mullaney may receive royalties from the video provider such as YouTube. Such royalties per video view are currently likely to be less than $1.00, and clients are not obligated to view such videos if recommended to them as an educational resource by MFT. Sean W. Mullaney remains open to speaking and presenting opportunities for compensation. These activities, including video recording and editing, and promotional activities, generally take a variable amount of time per week, anywhere from approximately 0 to 10 hours a week. Approximately 25 to 50 percent of this time is during securities trading hours. Sean W. Mullaney is, starting in January 2026, the uncompensated, volunteer Treasurer and an uncompensated, volunteer Board member for the non-profit John C. Bogle Center for Financial Literacy, a non-profit entity. Bogle Center activities generally take a variable amount of time per week, anywhere from approximately 1 to 10 hours a week. Approximately 25 to 50 percent of this time is during securities trading hours. Other than as described above, Sean W. Mullaney is not involved with outside business activities. In his CPA capacity, Sean W. Mullaney does not have signatory authority over a client's account.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-05