Los Angeles
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SILVER BADGE
MEMBER
Since: January 1999
Birthday: September 10
Birthday: September 10
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.
SILVER BADGE
MEMBER
Since: January 1999
Birthday: September 10
Birthday: September 10
Testimonials
"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
"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
"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 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.
"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
"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 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
"Wildfire works! Many great professionals to rely on and great referrals each day!"Julio Santizo
PCS - Practical Computers Solutions, Inc.
"Its a great group of people to work with and learn from.
Membership leads to jobs."Scott Beck
Scott Beck Architect
"I enjoy this network of business proffessionals and friends."Aaron Orpelli
Beverly Hills Wellness Center
"I have grown personally and professionally and have made lifetime friendships in the group."Brian T. Whitney
Wells Fargo Advisors
