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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Brian Reich
Brilliant Smiles

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Darius Moezinia
New Choice Contractors

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JAW Enterprise

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Driver 69 Corporation

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The Perfect Detail

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Tommy Power Training

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Annapia Hypnotherapy

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Magnus Business Group, Inc.

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State Farm Insurance | The Jones Agency

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Pro Water Solutions

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Law Offices of Richard T. Baum

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Claudia Preciado
Additional Options, Inc.