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.

Go to Brian T.'s website

Testimonials

"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.

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Anna-Pia Hubacher
Annapia Hypnotherapy

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Alex Trakhtenberg
Camden Cleaners

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Darius Moezinia
New Choice Contractors

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

"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

"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

"My business has grown substantially. I would not trade this network of business proffessionals and friends for anything."
Brian T. Whitney
UBS Financial Services, Inc.

"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

"They have been the best sources to have professionals to do the job. "
Saeed Tarki
Westside Company

"Wildfire Business Networking has been a strong source of referrals of quality clients to my business. Over the past 17 years, I have serviced the promotional needs of about 1/3 of the members. The members are a strong resource for my clients."
Gary Loeb
Chezgal Merchandising Creations