Kerry Michael Finn is a qualified expert, working in Catholic Diocese of Orange on the position of Member; Investment Committee since 2016. Kerry gained professional experience in more than 11 positions at various companies. Kerry Michael Finn went to the Uc Irvine and got education from 2003 to 2004. Kerry has the following professional qualifications: Certified Financial Planner, Certified Trust and Financial Advisor, and Accredited Investment Fiduciary. Santa Ana, California is the area, where this expert was lastly known to settle. Kerry Michael Finn's email address and number can be accessed through this website on demand.
Name variants:
Kerry Finn
Last updated May 30, 2024
Contact Information
Last Update
Jul 7, 2022
Email
km**@kmfinn.com
Location
Santa Ana, CA
Company
Catholic Diocese of Orange
Workplace
Member; Investment Committee
Work History
Senior Vice President Ç Senior Trust Advisor
555 south Flower St, Los Angeles, CA 90071
from Apr 2018
Regional Director
111 west Ocean Blvd SUITE 2300, Long Beach, CA 90802
I establish and foster great relationships with my clients; my objective is to assist them in all facets of their financial lives. Working with the HH team, we build and implement a Roadmap—...
Jun 2015 — Mar 2018
Managing Director
280 Park Ave, New York, NY 10010
Kerry Michael Finn, CFP, Managing Director, is responsible for maintaining and expanding relationships on the West Coast by providing comprehensive financial planning to high net worth clien...
May 2011 — May 2015
Member of the Board
410 north Fairview St, Santa Ana, CA 92703
Member of the Board of Directors 2014 Member; Human Services Advisory Committee 2014 Member; Planned Giving Committee 2014 Goodwill Industries of Orange County is the largest charity in the ...
from Jul 2014
Director of Wealth Planning
18101 Von Karman Ave SUITE 750, Irvine, CA 92612
First Foundation Advisors [previously The Keller Group] is an independent wealth management firm providing investment advisory, banking, trust and wealth planning services to high net worth ...
Aug 2008 — Jun 2010
Principal
KM Finn & Associates offers unbiased, comprehensive financial planning for individuals, families, and corporate executives. The benefit of a singular focus is the ability to provide increase...
Jun 2006 — Aug 2008
Assistant Vice President Financial Planning and Relationship Management
Dec 2003 — Jun 2006
Education
2003 — 2004
2000 — 2002
1992 — 1993
1990 — 1992
Occupations
Executive
Senior Vice President
Advisor
Vice President
Chief Executive
Skills
Estate Planning
Wealth Management
Strategic Financial Planning
Investments
Investment Advisory
Asset Allocation
Wealth Management Services
Wealth
Portfolio Management
Retirement
Financial Advisory
High Net Worth Individuals
Financial Planners
Personal Finance
Trusts
Banking
Asset Managment
Fixed Income
Asset Management
Mergers and Acquisitions
Equities
Hedge Funds
Employee Benefits
Succession Planning
Management
Alternative Investments
Investment Management
Relationship Management
Finance
Financial Services
Financial Planning
Philanthropy
Mutual Funds
Financial Analysis
Investment Strategies
Financial Modeling
FAQs about Kerry Michael Finn
What's the main profession of Kerry Michael Finn?
The expert is a Senior Vice President Ç Senior Trust Advisor.
What are the profession of Kerry Michael Finn?
These person's professions are Executive and Senior Vice President
Where is Kerry Michael Finn located?
Kerry Michael Finn is located in Santa Ana, California.
Does the expert have the email address?
km**@kmfinn.com is Kerry Michael Finn's email address.
Where did Kerry Michael Finn work?
Kerry Michael Finn worked at Catholic Diocese of Orange, City National Bank.
What education does Kerry Michael Finn have?
Kerry studied at the Uc Irvine from 2003 to 2004.
Are there any certifications, that Kerry Michael Finn has?
Kerry received the following certifications: Certified Financial Planner, Certified Trust and Financial Advisor, Accredited Investment Fiduciary, and Claritas Investment Certificate.
What is professional industry that Kerry Michael Finn is connected to?
This person works in Banking industry.