Brad Finnigan is a Financial Advisor and the Senior Portfolio Manager - Portfolio Focus, on the Holistic Wealth Solutions Group at RBC Wealth Management in Los Angeles, California. Before joining RBC in 2017, Brad worked at some of the largest firms on Wall Street, including UBS Financial Services and Morgan Stanley.
For over two decades, Brad has managed fixed income and equity portfolios for high net-worth individuals, business owners and charitable organizations. His unique wealth planning process facilitates the discovery of client’s core goals, values, and aspirations which are used to guide the overall investment process.
Brad is a graduate of the University of Utah with a BA in economics. He holds the FINRA Series 7, 63, and 65 licenses as well as California accident, life, and health insurance.
In his spare time, Brad is involved in a variety of charitable endeavors for his community. He currently serves as the President of the Burbank Youth Basketball Foundation.
Bradley was born in Canada but moved to Palos Verdes at the age of 12. He now resides in Burbank with his wife, their three kids, and their Bernedoodle Maple. Brad is fluent in Japanese and is a food and travel enthusiast.