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
"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
"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
"I'm new to Wildfire. Yet excited to be part of this professional group. They are thoughtful, organized and passionate about what they do. So grateful I found this group! "Sunna Vaerst
Optavise - A Washington National Company
"I enjoy this network of business proffessionals and friends."Aaron Orpelli
Beverly Hills Wellness Center
"Accepted me as a member -- thank you! :)"B.J. Miller
doTERRA Essential Oils
"I have met wonderful and caring people. I gained access to an amazing array of business contacts. I have received referrals that are helping me continue to build my hypnotherapy practice. "Anna-Pia Hubacher
Annapia Hypnotherapy
"It has made me a better public speaker. This network of professionals has made it easy for me to think of who I know when I need something either for myself or my clients. I still utilize the sevices of professionals who no longer are in the group."Ricki Lewis
Ricki Lewis Events
"I had purchased a home and had silhouettes which were filthy and some damage. I was going to toss them but knew the cost of buying them knew. I found Camden Drapery & Blinds Cleaning. Not only are the silhouettes WHITE (I thought they were beige)"Alex Trakhtenberg
Camden Cleaners
"I'm new, and I'm already feeling very supported and welcomed. Thank you!"Samantha Howell
Driver 69 Corporation
"Wildfire has given me the confidence to speak to a group of 80 people and promote my business."Robin Leonard
R. Leonard CSR, Inc.
"The Widfire Group is not only about business networking, it is also a group where you can make great friends. "Lutz Lehmann
Magnus Business Group, Inc.
"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
