KM Finn & Associates ~ Familty Wealth Advisory

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KM Finn and Associates completely respects your right to privacy. We do not disclose or release personal or financial information gathered from our clients unless approved by our clients or required by law or by regulatory agencies.

Collecting Information
We collect information you provide us on questionnaires, forms, through our web sites, and in conversation; from third parties with your permission.

Keeping Your Information Secure
To keep information confidential and appropriately protected, we limit access to your personal information to only those employees who need it to perform their jobs and provide service to you. We also maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your personal information.

© KERRY MICHAEL FINN, CFP® ~ Trusted Advisor Services
Newport Beach, California 92660
949.422.0937