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The Holistic Wealth Solutions Group

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Bradley Finnigan, NMLS # 1369345, and Brian Dent, NMLS # 1863097 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Bradley Finnigan, NMLS # 1369345, and Brian Dent, NMLS # 1863097 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Bradley Finnigan, NMLS # 1369345, and Brian Dent, NMLS # 1863097 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Bradley Finnigan, NMLS # 1369345, and Brian Dent, NMLS # 1863097 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

The Holistic Wealth Solutions Group

Phone: 310-887-4441

Bradley Finnigan

Senior Vice President - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus

Phone: 310-887-4441

Brian Dent

Senior Vice President - Financial Advisor,
Senior Portfolio Director Group

Phone: 310-205-7724

Amanda Sabo, APP

Investment Associate

Phone: 310-887-4443

Ethan Mendelson, CFP®

Senior Financial Associate

Phone: 310-205-7750

Address
Beverly Hills
9465 Wilshire Blvd. Suite 700
Beverly Hills, CA 90212
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