Kerry Michael Finn, Cfp®, Ctfa

Kerry Michael Finn, Cfp®, Ctfa

Senior Vice President ǀ Senior Trust Advisor @ City National Bank

About Kerry Michael Finn, Cfp®, Ctfa

Kerry Michael Finn, CFP®, CTFA, is a Senior Vice President and Senior Trust Advisor at City National Bank, with over 25 years of experience in financial, tax, and estate planning. His previous roles include positions at First Foundation Advisors, Fiduciary Trust Company, and Halbert Hargrove, among others.

Work at City National Bank

Kerry Michael Finn currently serves as Senior Vice President and Senior Trust Advisor at City National Bank. He has held this position since 2018, contributing to the bank's wealth management services in the Orange County, California area. In this role, Finn provides financial, tax, and estate planning advice to individuals and families, leveraging over 25 years of experience in the financial sector.

Previous Experience in Wealth Management

Before joining City National Bank, Kerry Finn held several key positions in wealth management. He worked at Halbert Hargrove as Regional Director from 2015 to 2018. Prior to that, he was Managing Director at Fiduciary Trust Company from 2011 to 2015. His career also includes a role as Director of Wealth Planning at First Foundation Advisors from 2008 to 2010 and as AVP Financial Planning & Relationship Management at U.S. Trust Company from 2003 to 2006.

Education and Expertise

Kerry Finn has a diverse educational background. He studied Electrical Engineering at Loyola Marymount University from 1990 to 1992 and later attended Western Michigan University from 1992 to 1993. He achieved a Bachelor’s Degree from Webster University between 2000 and 2002. Finn also completed the CFP Designation Program at UC Irvine from 2003 to 2004, enhancing his expertise in financial planning.

Board Membership and Community Involvement

Kerry Finn served on the Board of Goodwill of Orange County from 2014 to 2020. During his tenure, he participated in the Planned Giving Committee and was a member of the Human Services Advisory Committee, starting in 2014. His involvement in these committees reflects his commitment to community service and support for local initiatives.

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