Los Angeles
Share Brian T. with all your friends.
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
"Wildfire has taught me to network. I have gained long-term friendships with smart and caring colleagues with the same goals. I have also received a lot of business throughout the years."Claudia Preciado
Additional Options, Inc.
"I'm new, and I'm already feeling very supported and welcomed. Thank you!"Samantha Howell
Driver 69 Corporation
"I have grown personally and professionally and have made lifetime friendships in the group."Brian T. Whitney
Wells Fargo Advisors
"It's helped me become a better young professional and have a large array of people that I can tap into in different industries! "James Warwick
JAW Enterprise
"Wildfire networking has connected me to professionals and business owners looking to grow their businesses through quality referrals. "Derek Jones
State Farm Insurance | The Jones Agency
"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
"They have been the best sources to have professionals to do the job. "Saeed Tarki
Westside Company
"I enjoy this network of business proffessionals and friends."Aaron Orpelli
Beverly Hills Wellness Center
"Wildfire is a weekly reminder to stay motivated and focused. Sharing ideas and energy is a blessing for ALL. Wildfire is greater than the sum of it's parts... AND the parts are pretty impressive."Tommy Power
Tommy Power Training
"Wildfire has made me a much better business owner . Now I'm more than just a plumber. I'm a plumber who knows an excellent tile contractor or really dependable rooter service or even a super car detailer! "Dennis Smith
Little Red Truck Plumbing
"Wildfire has been the best marketing investment that I have made for my business.I have received support from many members of the group. We all help each other to be successful."Jesus Hernandez
The Perfect Detail
"A number of things. #1, introduced me to a new family that is not only supportive but also has provided me with a number of professionals at my fingertip to reach out to for whatever issues I come across. "Darius Moezinia
New Choice Contractors
