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
"Wildfire has given me the confidence to speak to a group of 80 people and promote my business."Robin Leonard
R. Leonard CSR, Inc.
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Annapia Hypnotherapy
"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
"I'm new, and I'm already feeling very supported and welcomed. Thank you!"Samantha Howell
Driver 69 Corporation
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Body Mind Revolution, ICP, ICT, L.A.c, M.T.O.M., NBAO, ACN
"I have grown personally and professionally and have made lifetime friendships in the group."Brian T. Whitney
Wells Fargo Advisors
"Wildfire works! Many great professionals to rely on and great referrals each day!"Julio Santizo
PCS - Practical Computers Solutions, Inc.
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Brilliant Smiles
"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
"Wildfire has introduced many wonderful clients and businesses to my company. It's an honor to be a part of a solid networking group with a 30-year track record for providing Southern California businesses w/ trusted referrals and outstanding service."Rachael Payne
SmartProse Communications
"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.
