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

"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 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

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Brian Reich
Brilliant Smiles

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Aaron Orpelli
Beverly Hills Wellness Center

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Camden Cleaners

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Pro Water Solutions

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The Perfect Detail

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Little Red Truck Plumbing

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

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Rob Rahmani

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Robin Leonard
R. Leonard CSR, Inc.

"Its a great group of people to work with and learn from. Membership leads to jobs."
Scott Beck
Scott Beck Architect