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 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.

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Andre Vizcocho
LAV Law, PC

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Tommy Power
Tommy Power Training

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Justin Sloggatt
Six 14 Productions

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Robert Gerner
Santa Monica City Lifestyle Magazine

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Beverly Hills Wellness Center

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R. Leonard CSR, Inc.

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PCS - Practical Computers Solutions, Inc.

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Magnus Business Group, Inc.

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Pro Water Solutions

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The Perfect Detail

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Saeed Tarki
Westside Company