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

"It has made me a better public speaker. This network of professionals has made it easy for me to think of who I know when I need something either for myself or my clients. I still utilize the sevices of professionals who no longer are in the group."
Ricki Lewis
Ricki Lewis Events

"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

"I have grown personally and professionally and have made lifetime friendships in the group."
Brian T. Whitney
Wells Fargo Advisors

"I have helped out many members in the group and in turn they have helped me. I am comfortable referring business to the members because everyone is very professional and tops in their field."
Brian Reich
Brilliant Smiles

"Wildfire has helped me meet more people, teach them about my business and learn about theirs. It has helped me build my business, and learn how to support others'. I've grown through public speaking, public service, leadership and teamwork."
Miche Lamarche
Body Mind Revolution, ICP, ICT, L.A.c, M.T.O.M., NBAO, ACN

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

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

"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

"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

"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 was able to find the best in practice in almost every field of business. Knowing that everyone is vetted and accountable makes the choice easy when picking providers in all areas. Big city value w small town vibes. Trust is how I would describe it "
Robert Gerner
Santa Monica City Lifestyle Magazine