Katherine Kerrigan

Retirement Planning is what we do best. We specialize in developing custom income solutions and tax strategies for your retirement. We started North Haven Financial because we see a great need to help people achieve financial security so they can live their best lives with peace of mind. If you are approaching retirement or have recently retired, the need for a clear financial plan has never been greater. We want to simplify the important decisions you have to make so you can achieve confidence and financial security in a way that supports a fulfilling, meaningful life. We do not sell products or make commissions. We offer retirement planning, tax planning, and investment management, with a focus on retirement income. - Tax Planning - Health Insurance Planning (Medicare, ACA) - Social Security Claiming Strategies - Proactive Aging & Long-Term Care Planning - Estate Planning - Withdrawal Strategies / Pension Payout Options - Guaranteed Income Strategies - Charitable Giving Check out our services page for more details on how we can help you achieve your retirement aspirations.

Zachary Perigo is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. In this capacity, he partners with individuals and families to develop customized financial plans that assess both present and future needs. His approach involves analyzing and addressing multiple goals based on clients' preferences and unique priorities to help them grow, preserve, and distribute their wealth efficiently. Zachary began his financial services career as a Financial Representative at Northwestern Mutual from 2015 to 2016. He joined Fidelity Investments in 2017, where he has held various positions including Premium Relationship Associate, Investment Solutions Representative, Investment Consultant, and Financial Consultant before advancing to his current role. He holds an insurance license in Arkansas. Outside of his professional work, Zachary enjoys activities such as fitness, football, hiking, lake outings, snowboarding, and traveling.

Frank Maltais is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has worked with Fidelity since 2005, progressing through various roles including Senior Account Executive, Account Executive, Financial Planning Consultant, Investments Representative, and Financial Representative. Prior to joining Fidelity, he was an Investment Advisor Representative at John Hancock Financial Services. With more than 20 years of experience, Frank has partnered with families, individuals, and institutions specializing in comprehensive investment and wealth planning. He emphasizes building planning relationships through listening, keeping clients well informed, and providing proactive guidance. Outside of work, Frank and his family spend summers lobstering around Penobscot Bay. His personal interests include boating, family activities, fishing, fitness, reading, and skiing.

Carlo Zanoni is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional and a qualified Portfolio Manager, bringing over 20 years of experience in financial services. Carlo focuses on clients' life priorities through a goals-based wealth management process, leveraging global resources and advanced web technology to help clients pursue their most meaningful financial lifestyles. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Carlo earned his Bachelor of Science degree in Economics from the University of Southern Maine. In addition to providing traditional advice and guidance, he builds and manages personalized investment strategies that may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies, including discretionary management through the firm’s Investment Advisory Program. Residing in Lewiston, Maine, Carlo and his wife are recent empty nesters with two adult daughters. He is committed to community involvement, volunteering with organizations such as the Appalachian Mountain Club and Preble Street Resource Center, and participates in the Lewiston/Auburn Chamber of Commerce. Outside of work, Carlo enjoys baseball, basketball, camping, football, hiking, music, and spending time with his family.