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

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

"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

"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

"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

"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.

"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

"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

"It's helped me become a better young professional and have a large array of people that I can tap into in different industries! "
James Warwick
JAW Enterprise

"Wildfire Networking has helped me build real relationships with trusted professionals, create referral opportunities, grow my business, and stay connected to people who genuinely want to support each other."
Melia King
Voltaic Construction

"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

"Accepted me as a member -- thank you! :)"
B.J. Miller
doTERRA Essential Oils

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