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

"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 works! Many great professionals to rely on and great referrals each day!"
Julio Santizo
PCS - Practical Computers Solutions, Inc.

"It has exposed me to other amazing professionals, and I look forward to strengthening my relationship with them for synergy and referrals both ways."
Rob Rahmani

"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'm new, and I'm already feeling very supported and welcomed. Thank you!"
Samantha Howell
Driver 69 Corporation

"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

"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

"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

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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.

"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

"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