Source-backed profile
Kerry Michael Finn
Senior Vice President, Wealth Advisor
Sequoia Financial GroupIrvine, California
Multigenerational wealth planning
FIRM PROFILE
Sequoia Financial Group
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.
Investment managementRetirement planningEstate planningTax planningRisk managementCharitable givingFamily office services
5linked professional records
5researched profiles
5listed office cities
THE PEOPLE CONNECTED TO THIS FIRM
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Explore a listed cityBloomington, Minnesota1Irvine, California1Mayfield Heights, Ohio1Tampa, Florida1Torrance, California1
Source-backed profile
Mandy Blankenship
Senior Director, Wealth Advisor
Sequoia Financial GroupMayfield Heights, Ohio
Comprehensive wealth planning
Source-backed profile
Michael Kruse
Senior Director, Wealth Advisor
Sequoia Financial GroupTorrance, California
Multigenerational wealth planning
Source-backed profile
Ryan Baney
Vice President, Wealth Advisor
Sequoia Financial GroupTampa, Florida
Portfolio managementCF
Source-backed profile
Chris Fencl
Director, Wealth Advisor
Sequoia Financial GroupBloomington, Minnesota
Comprehensive financial planningSearch index refreshed September 20, 2026. This is not a verification date for historical records.
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