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

"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

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Rick Baum
Law Offices of Richard T. Baum

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Sunna Vaerst
Optavise - A Washington National Company

"I have grown personally and professionally and have made lifetime friendships in the group."
Brian T. Whitney
Wells Fargo Advisors

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Additional Options, Inc.

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Camden Cleaners

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R. Leonard CSR, Inc.

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Driver 69 Corporation

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Brian Reich
Brilliant Smiles

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Pro Water Solutions

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Ricki Lewis Events

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GXL Moving Services