Brian T. Whitney

Wells Fargo Advisors

Financial Advisor/Stock Broker

Office	(310) 209-5883
Cell	(310) 210-5394
Brian.Whitney@wellsfargoadvisors.com
http://https://fa.wellsfargoadvisors.com/brian-whitney/

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.

Testimonials

"The Widfire Group is not only about business networking, it is also a group where you can make great friends. "
Lutz Lehmann
Magnus Business Group, Inc.

"Michael Greenfield is an excellent music teacher. If you have always wanted to learn music and have been putting it off - give him a call. Music is an excellent hobby and a wonderful way to calm the mind in our busy work environments."
Justin Sloggatt
Six 14 Productions

"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 have helped out many members in the group and in turn they have helped me. I am comfortable referring business to the members because everyone is very professional and tops in their field."
Brian Reich
Brilliant Smiles

"I enjoy this network of business proffessionals and friends."
Aaron Orpelli
Beverly Hills Wellness Center

"Wildfire has given me the confidence to speak to a group of 80 people and promote my business."
Robin Leonard
R. Leonard CSR, Inc.

"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'm new, and I'm already feeling very supported and welcomed. Thank you!"
Samantha Howell
Driver 69 Corporation

"Wildfire LA opened up vast opportunities for growing my network of individuals and small businesses—connections that I wouldn't have had access to otherwise. I look forward to continuing to grow and contribute alongside such an incredible community."
Andre Vizcocho
LAV Law, PC

"It has made me a better public speaker. This network of professionals has made it easy for me to think of who I know when I need something either for myself or my clients. I still utilize the sevices of professionals who no longer are in the group."
Ricki Lewis
Ricki Lewis Events

"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

"I have grown personally and professionally and have made lifetime friendships in the group."
Brian T. Whitney
Wells Fargo Advisors