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 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.
"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
"Wildfire has made me a much better business owner . Now I'm more than just a plumber. I'm a plumber who knows an excellent tile contractor or really dependable rooter service or even a super car detailer! "Dennis Smith
Little Red Truck Plumbing
"I have grown personally and professionally and have made lifetime friendships in the group."Brian T. Whitney
Wells Fargo Advisors
"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'm new, and I'm already feeling very supported and welcomed. Thank you!"Samantha Howell
Driver 69 Corporation
"I was able to find the best in practice in almost every field of business. Knowing that everyone is vetted and accountable makes the choice easy when picking providers in all areas. Big city value w small town vibes. Trust is how I would describe it "Robert Gerner
Santa Monica City Lifestyle Magazine
"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 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
