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

"Michael Greenfield is an excellent music teacher. If you have always wanted to learn music and have been putting it off - give him a call. Music is an excellent hobby and a wonderful way to calm the mind in our busy work environments."
Justin Sloggatt
Six 14 Productions

"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

"Wildfire has given me the confidence to speak to a group of 80 people and promote my business."
Robin Leonard
R. Leonard CSR, Inc.

"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 LA opened up vast opportunities for growing my network of individuals and small businesses—connections that I wouldn't have had access to otherwise. I look forward to continuing to grow and contribute alongside such an incredible community."
Andre Vizcocho
LAV Law, PC

"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.

"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 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

"Accepted me as a member -- thank you! :)"
B.J. Miller
doTERRA Essential Oils

"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 introduced many wonderful clients and businesses to my company. It's an honor to be a part of a solid networking group with a 30-year track record for providing Southern California businesses w/ trusted referrals and outstanding service."
Rachael Payne
SmartProse Communications

"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