Meet Our Team
360º Financial is an independent boutique firm, providing specialized services, with an emphasis on addressing our clients financial priorities.
360Financial » Our Team
Kerry French » ADVISOR
Kerry French started out in the financial industry over 20 years ago he specializes in building wealth and retirement, including retirement income planning. Kerry is the owner and managing partner of 360° Financial. Kerry specializes in long-term relationships with families from the start with any custom needs. Anywhere from college savings, 401(k)s, and retirement planning. Kerry can work with families, businesses, and individuals. He is a veteran of the United States Air Force and he served in both military and civilian law enforcement. Kerry is a graduate of Honolulu Community College and Binghamton University. Kerry has passed numerous industry licenses and obtained professional designations. Kerry lives in Canandaigua, NY with his wife, Courtney and three daughters.
Richard Walsh » ADVISOR
Richard Walsh is a Senior Executive with broad experience in the Qualified Retirement Plan, (401(k)/Profit Sharing), Employee Benefits and the Financial Planning Services arena. His thirty-five (35) years as a Retirement Plan Specialist with major providers includes National and Regional Banks, a national insurance Retirement provider, two (2) nationally recognized Payroll and Employee Benefits companies and one of the largest long-established American financial firms. His breadth of experience allows him to provide professional analysis of Corporate and Small-Business current and future plan design needs to bring proper solution to the table, that will assure control of expenses, ease of third party administration and appropriate low internal cost investment alternatives that will help your employees meet their goal of a dignified planned retirement.
Tom Crawford » ADVISOR
Graduate of St. John Fisher College, a Certified Financial Planner©. Tom has been a licensed registered representative for over 20 years and also maintains a separate tax services practice in Canandaigua, NY.
Amy Carson » Executive Administrative Assistant
Amy Carson runs the day-to-day operations of 360 Financial.