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

"I'm new to Wildfire. Yet excited to be part of this professional group. They are thoughtful, organized and passionate about what they do. So grateful I found this group! "
Sunna Vaerst
Optavise - A Washington National Company

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Brian Reich
Brilliant Smiles

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

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Anna-Pia Hubacher
Annapia Hypnotherapy

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Ricki Lewis
Ricki Lewis Events

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Saeed Tarki
Westside Company

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Rick Baum
Law Offices of Richard T. Baum

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Justin Sloggatt
Six 14 Productions

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Claudia Preciado
Additional Options, Inc.

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

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Dennis Smith
Little Red Truck Plumbing

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Lutz Lehmann
Magnus Business Group, Inc.