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

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New Choice Contractors

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