| Kerry Michael Finn is the principal financial planner at KM Finn & Associates and is responsible for financial planning, estate planning, business succession, and tax analysis.
Mr. Finn has more than ten years of experience advising individuals, corporate executives and families.
Mr. Finn has worked with premier nationwide firms such as U.S. Trust Company, AYCO/Goldman Sachs,
and most recently leading Comerica Bank’s Western Market Financial Planning Group.
In May 2007, Mr. Finn founded KM Finn & Associates with a commitment to the delivery of comprehensive wealth advisory services to individuals and families typically with a net-worth of $5 million to $50 million.
Mr. Finn graduated with a Bachelors of Science degree in Business Administration. He is currently pursuing his Masters of Science in Taxation. Further, he maintains the designation as a Certified Financial Planner.
Professionally, Mr. Finn is involved with the Financial Planning Association of Orange County and California Society of CPAs. Mr. Finn is also actively involved in the community though organizations such as Habitat for Humanity and the Surf Rider Foundation. |
