Los Angeles
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SILVER BADGE
MEMBER
Since: January 1999
Birthday: September 10
Birthday: September 10
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
MEMBER
Since: January 1999
Birthday: September 10
Birthday: September 10
Testimonials
"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 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
"I have only been associated with the group for a short time. I'm really excited to be part of such a great group of people. I also appreciate the groups longevity. It says a lot."Brad Belnap
Pro Water Solutions
"They have been the best sources to have professionals to do the job. "Saeed Tarki
Westside Company
"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
"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 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
"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
"Wildfire works! Many great professionals to rely on and great referrals each day!"Julio Santizo
PCS - Practical Computers Solutions, Inc.
"Its a great group of people to work with and learn from.
Membership leads to jobs."Scott Beck
Scott Beck Architect
"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
"Accepted me as a member -- thank you! :)"B.J. Miller
doTERRA Essential Oils
