Kerry Michael Finn

Kerry Michael Finn, CFP®, CTFA, currently serves as Senior Vice President and Senior Trust Advisor at City National Bank since April 2018. With extensive experience in financial planning and wealth management, previous positions include Managing Director at Fiduciary Trust Company, Regional Director at Halbert Hargrove, and Director of Wealth Planning at First Foundation Advisors. Kerry also contributed as a board member at Goodwill of Orange County and participated in the Investment Committee for the Catholic Diocese of Orange. Notable qualifications include establishing comprehensive financial plans for high-net-worth clients and fostering strong client relationships across various roles in the industry. Educational background includes a Bachelor's Degree and a history of studies at multiple universities, including UC Irvine and Webster University.