Brian T. Whitney

UBS Financial Services, Inc.

Financial Advisor/Stock Broker

Office	(310) 772-7061
Cell	(310) 210-5394
Fax	(877) 401-6979
brian.whitney@ubs.com
http://ubs.com/team/executivefinancialgroup

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

"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

"Wildfire is a weekly reminder to stay motivated and focused. The value of sharing of ideas and energy can not be overstated. Wildfire is greater than the sum of it's parts."
Tommy Power
Tommy Power Training

"Wildfire Business Networking has been a strong source of referrals of quality clients to my business. Over the past 17 years, I have serviced the promotional needs of about 1/3 of the members. The members are a strong resource for my clients."
Gary Loeb
Chezgal Merchandising Creations

"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

"Its a great group of people to work with and learn from. Membership leads to jobs."
Scott Beck
Scott Beck Architect

"I have only been associated with the group for a short time. I'm really excited to be part of such a great group of people. I also appreciate the groups longevity. It says a lot."
Brad Belnap
Pro Water Solutions

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

"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

"Wildfire Networking Group has been an absolute BLESSING and I look forward to learning and growing my business with the group."
Frantwan Le Blanc
GXL Moving Services

"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

"I started my business over 20 years ago, from scratch with this group. Since then, some 20% - 25% of my business comes directly, or indirectly from the group. Just as important, is the social interaction with a wide variety of other business pros."
Jess Perlman
Automatique Sales and Leasing

"They have been the best sources to have professionals to do the job. "
Saeed Tarki
Westside Company