Kerry Michael Finn, Cfp®, Ctfa Email & Phone Number

Orange County, California Area

Santa Ana, Califorrnia

Member of the Board of Directors 2014 Member; Human Services Advisory Committee 2014Member; Planned Giving Committee 2014Goodwill Industries of Orange County is the largest charity in the County. It is a unique organization that blends its "For Profit" businesses to support it's Non Profit mission which is to help people with disabilities and other barriers achieve economic independence by helping them find meaningful employment.

Orange County, California Area

Orange County, California Area

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—a disciplined, ongoing process that ensures that all the complexities inherent to their wealth are addressed. I serve as a repository of knowledge of my clients’ aspirations and day-to-day financial demands, with the ability to direct HH’s resources, including the efforts of other team members and their… Show more 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—a disciplined, ongoing process that ensures that all the complexities inherent to their wealth are addressed. I serve as a repository of knowledge of my clients’ aspirations and day-to-day financial demands, with the ability to direct HH’s resources, including the efforts of other team members and their Family Advisory System℠, to help them to continue to secure their goals Show less

Greater Los Angeles Area / Orange County California

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 clients and their families. Mr. Finn has more than 15 years of experience in financial planning. He is affiliated with the Financial Planning Association, Orange Coast Estate Planning Council, Goodwill Industries of Orange County and Surf Riders Foundation.

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 families, trusts and business entities. A fee-based Registered Investment Advisor established in 1990.

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 increased personal service with well thought-out and comprehensive planning advice without the burden of a sales goal at the end of the experience.