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Kerry Michael Finn
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Kerry Michael Finn

Senior Vice President, Wealth Advisor

Sequoia Financial Group Visit firm website
Irvine, California
Multigenerational wealth planningEstate planningTax-aware planningRisk managementFamily governance
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Professional background

Meet Kerry.

Kerry Michael Finn works with Sequoia Sentinel family office clients on multigenerational wealth planning. His advice connects tax and estate strategies, investments, risk management, and family governance. Trained as an engineer, he enjoys organizing complex financial decisions into a sequence that supports a family’s goals and plans for transferring wealth.

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Areas of focus
Multigenerational wealth planning · Estate planning · Tax-aware planning · Risk management · Family governance
Credentials recorded in sources
CFP, CTFA, AIF
Investment minimum
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Portrait source
Photo matched to official biography · 2026-09-16

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The listed firm
Sequoia Financial Group logo

Sequoia Financial Group

5 listed professionals

Sequoia Financial Group coordinates investment management with retirement, estate, tax, risk, and charitable planning. Its Sentinel family office service supports families with substantial and complex wealth, while local teams serve clients across the country.

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Professional backgroundRegistration, employment history, and disclosures SEC adviser searchResearch advisory firms and professionals

Professional sources reviewed 2026-09-16. Location: His self-published LinkedIn employment entry identifies the Sequoia role in Irvine. An SEC-derived advisor directory gives 19200 Von Karman Avenue, Suite 850; Sequoia’s current office directory independently confirms that Irvine address. The biography’s Newport Beach reference is his residence and was not used.. Listing does not imply participation, endorsement, or availability for new clients.

Portrait from the linked professional or editorial source. Rights remain with the original owner.

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