Profile

Karin Finnegan

Vice President, Senior Trust Officer and Trust Manager

Farmers and Merchants Trust Co.

[email protected]

https://www.fmtrust.com

Areas I Serve

South Bay, Long Beach & Orange County

Bio

Karin assists clients who are looking to name a corporate trustee for their revocable and/or irrevocable trusts, as well as those who need assistance with their overall investment management.

Years of Experience

25

Licenses and Certification

Karin received her Bachelor of Arts in Art History from California State University, Long Beach. She earned the designation of Certified Trust and Financial Advisor (CTFA) in 2004.

Areas of Expertise

Trust and Wealth Management

Affiliations or Memberships with Professional Organizations

Karin is a current member and past board member of the Estate Planning and Trust Council of Long Beach and a member of the CSULB Professional Advisors.