PUBLIC-SOURCE PROFILE
Kerry Michael Finn
Senior Vice President, Wealth Advisor
Sequoia Financial Group ↗
Irvine, California
BACKGROUND & PLANNING FOCUS
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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.
- Reported firm
- Sequoia Financial Group
- CRD number
- Not listed in this profile
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Profile assembled from published professional sources · checked 2026-09-16. Details can change; use the original source to confirm.
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.
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