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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Scott Beck
Scott Beck Architect

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Robin Leonard
R. Leonard CSR, Inc.

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Anna-Pia Hubacher
Annapia Hypnotherapy

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Rachael Payne
SmartProse Communications

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Robert Gerner
Santa Monica City Lifestyle Magazine

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Claudia Preciado
Additional Options, Inc.

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Ricki Lewis
Ricki Lewis Events

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Rob Rahmani

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Aaron Orpelli
Beverly Hills Wellness Center

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Lutz Lehmann
Magnus Business Group, Inc.

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Sunna Vaerst
Optavise - A Washington National Company

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Brian Reich
Brilliant Smiles