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.

Go to Brian T.'s website

Testimonials

"Wildfire has helped me meet more people, teach them about my business and learn about theirs. It has helped me build my business, and learn how to support others'. I've grown through public speaking, public service, leadership and teamwork."
Miche Lamarche
Body Mind Revolution, ICP, ICT, L.A.c, M.T.O.M., NBAO, ACN

"I'm new to Wildfire. Yet excited to be part of this professional group. They are thoughtful, organized and passionate about what they do. So grateful I found this group! "
Sunna Vaerst
Optavise - A Washington National Company

"Wildfire works! Many great professionals to rely on and great referrals each day!"
Julio Santizo
PCS - Practical Computers Solutions, Inc.

"Wildfire has taught me to network. I have gained long-term friendships with smart and caring colleagues with the same goals. I have also received a lot of business throughout the years."
Claudia Preciado
Additional Options, Inc.

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

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

"Wildfire is a weekly reminder to stay motivated and focused. Sharing ideas and energy is a blessing for ALL. Wildfire is greater than the sum of it's parts... AND the parts are pretty impressive."
Tommy Power
Tommy Power Training

"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

"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 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

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

"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