Kerry Michael Finn
Senior Vice President ǀ Wealth AdvisorSequoia Sentinel Family Office
- Role
- Senior Vice President Wealth Advisor - Sentinel Family Office at Sequoia Financial Group
- Location
- Orange County, CA, US
- LinkedIn followers
- 500 followers
About Kerry Michael Finn
Kerry, a California native with a background in engineering and business education, brings nearly thirty years of experience in providing comprehensive financial, tax, and estate planning advice to individuals, families, and family offices. With a focus on multi-generational wealth management, Kerry specializes in crafting tailored strategies that address the unique needs of family offices, helping to ensure wealth is preserved, grown, and transferred across generations. His experience spans leadership roles at City National Bank, Halbert Hargrove, and Fiduciary Trust International, where he worked directly with high-net-worth families on complex financial structures, including trust services, estate planning, intergenerational wealth transfer, and family governance.Kerry\'s approach to family office services goes beyond traditional wealth management—he takes a holistic view, integrating tax-efficient investment strategies, risk management, and family governance frameworks into comprehensive solutions. Additionally, his extensive experience with Registered Investment Advisors (RIAs) has refined his ability to deliver customized financial plans that consider the specific dynamics and needs of each family. Known for his clear, approachable guidance, Kerry excels in fostering strong, long-lasting relationships with clients, ensuring they feel confident and secure in their financial decisions. He is dedicated to helping families achieve long-term financial stability, sustainability, and peace of mind, always with their best interests at heart.
Experience
Senior Vice President Wealth Advisor - Sentinel Family Office
Aug 2025 — Present · Irvine, CA, US
Sentinel is the family office to our own families, and is the answer to the hard questions we asked ourselves about strategy, resources, governance, execution and succession. Our family office team is as deep as it is broad, with subject matter experts in disciplines that are exclusive to and essential for ultra-high net worth families. The Sentinel team is relentlessly collaborative and driven by a desire to meet the needs of our clients both today and through strategies that will endure for generations.
Education
Loyola Marymount University
Electrical Engineering
1990 — 1992
Webster University
Bachelor’s Degree
2000 — 2002
UC Irvine
CFP Designation Program
2003 — 2004
Skills
- Financial Advisory
- Succession Planning
- Asset Allocation
- Banking
- Mutual Funds
- Investments
- Estate Planning
- Financial Services
- Trusts
- Mergers & Acquisitions
- Finance
- Wealth
- Asset Management
- Financial Planning
- Philanthropy
- Wealth Management
- Financial Analysis
- Investment Strategies
- Alternative Investments
- Hedge Funds
- Portfolio Management
- Relationship Management
- Management
- Investment Advisory
- Retirement
- Equities
- Strategic Financial Planning
- Asset Managment
- Financial Planners
- Employee Benefits
- Investment Management
- High Net Worth Individuals
- Wealth Management Services
- Financial Modeling
- Fixed Income
- Personal Finance
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