Los Angeles
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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
"Accepted me as a member -- thank you! :)"B.J. Miller
doTERRA Essential Oils
"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
"Its a great group of people to work with and learn from.
Membership leads to jobs."Scott Beck
Scott Beck Architect
"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
"They have been the best sources to have professionals to do the job. "Saeed Tarki
Westside Company
"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
"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
"I had purchased a home and had silhouettes which were filthy and some damage. I was going to toss them but knew the cost of buying them knew. I found Camden Drapery & Blinds Cleaning. Not only are the silhouettes WHITE (I thought they were beige)"Alex Trakhtenberg
Camden Cleaners
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Little Red Truck Plumbing
"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
"I have grown personally and professionally and have made lifetime friendships in the group."Brian T. Whitney
Wells Fargo Advisors
"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
