Los Angeles
Share Brian T. with all your friends.
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
"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 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
"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 have grown personally and professionally and have made lifetime friendships in the group."Brian T. Whitney
Wells Fargo Advisors
"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.
"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
"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
"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
"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
"Accepted me as a member -- thank you! :)"B.J. Miller
doTERRA Essential Oils
"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
