Los Angeles
Share Brian T. with all your friends.

Brian T. Whitney

UBS Financial Services, Inc.

Financial Advisor/Stock Broker

Office(310) 772-7061
Cell(310) 210-5394
Fax(877) 401-6979
brian.whitney@ubs.com
http://ubs.com/team/executivefinancialgroup

Brian provides retirement plan consulting, asset allocation, and money management consulting to businesses, retirement plans, foundations and affluent families. Brian is a Chartered Retirement Plan Specialist (CRPS), an Accredited Investment Fiduciary (AIF) & Certified Investment Management Analyst (CIMA).   He is an active member of the Investment Management Consultants Asssociation (IMCA). Brian also completed IMCAs Endowments and Foundations Program and Investment Strategist Certificate Program. These advanced programs were all completed at the University of Pennsylvania Wharton School of Business. Brian holds a BS in Finance from California Polytechnic, San Luis Obispo. He lives in Westwood with he wife and three children.


silver badge holder
SILVER BADGE
MEMBER

Since: January 1999

Birthday: September 10

 







Contact Us



Testimonials

"I can say without a doubt, that the years I have been in this networking group have been the most productive expenditure of my marketing energy and budget."
Rick Baum
Law Offices of Richard T. Baum
"I had purchased a home and had silhouettes which were filthy and some damage. I was going to toss them but knew the cost of buying them knew. I found Camden Drapery & Blinds Cleaning. Not only are the silhouettes WHITE (I thought they were beige)"
Alex Trakhtenberg
Camden Cleaners
"Wildfire has introduced many wonderful clients and businesses to my company. It's an honor to be a part of a solid networking group with a 30-year track record for providing Southern California businesses w/ trusted referrals and outstanding service."
Rachael Payne
SmartProse Communications
"Wildfire has been the best marketing investment that I have made for my business.I have received support from many members of the group. We all help each other to be successful."
Jesus Hernandez
The Perfect Detail
"Wildfire networking has connected me to professionals and business owners looking to grow their businesses through quality referrals. "
Derek Jones
State Farm Insurance | The Jones Agency
"They have been the best sources to have professionals to do the job. "
Saeed Tarki
Westside Company
"A number of things. #1, introduced me to a new family that is not only supportive but also has provided me with a number of professionals at my fingertip to reach out to for whatever issues I come across. "
Darius Moezinia
New Choice Contractors
"I started my business over 20 years ago, from scratch with this group. Since then, some 20% - 25% of my business comes directly, or indirectly from the group. Just as important, is the social interaction with a wide variety of other business pros."
Jess Perlman
Automatique Sales and Leasing
"I have met wonderful and caring people. I gained access to an amazing array of business contacts. I have received referrals that are helping me continue to build my hypnotherapy practice. "
Anna-Pia Hubacher
Annapia Hypnotherapy
"Wildfire works! Many great professionals to rely on and great referrals each day!"
Julio Santizo
PCS - Practical Computers Solutions, Inc.
"Wildfire Networking Group has been an absolute BLESSING and I look forward to learning and growing my business with the group."
Frantwan Le Blanc
GXL Moving Services
"Wildfire Networking has reinforced my core value of the importance of relationships, business and personal. Not only have I received new business associates, but new true friendships that are here for me and my family. I am a grateful member. "
Vivian Williams
Thryv

Open Categories





Back Office Engine - Business Networking Software
©2007-2024 Chapter Magic, LLC