Los Angeles
Share Brian T. with all your friends.
SILVER BADGE
MEMBER
Since: January 1999
Birthday: September 10
Birthday: September 10
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.
SILVER BADGE
MEMBER
Since: January 1999
Birthday: September 10
Birthday: September 10
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 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
"Its a great group of people to work with and learn from.
Membership leads to jobs."Scott Beck
Scott Beck Architect
"It has exposed me to other amazing professionals, and I look forward to strengthening my relationship with them for synergy and referrals both ways."Rob Rahmani
"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
"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
"They have been the best sources to have professionals to do the job. "Saeed Tarki
Westside Company
"I have grown personally and professionally and have made lifetime friendships in the group."Brian T. Whitney
Wells Fargo Advisors
"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'm new, and I'm already feeling very supported and welcomed. Thank you!"Samantha Howell
Driver 69 Corporation
"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
"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
