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

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Alex Trakhtenberg
Camden Cleaners

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Dennis Smith
Little Red Truck Plumbing

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Julio Santizo
PCS - Practical Computers Solutions, Inc.

"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

"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

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Ricki Lewis
Ricki Lewis Events

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Miche Lamarche
Body Mind Revolution, ICP, ICT, L.A.c, M.T.O.M., NBAO, ACN

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Brian Reich
Brilliant Smiles

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Sunna Vaerst
Optavise - A Washington National Company

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Justin Sloggatt
Six 14 Productions

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

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