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
"Accepted me as a member -- thank you! :)"B.J. Miller
doTERRA Essential Oils
"I have grown personally and professionally and have made lifetime friendships in the group."Brian T. Whitney
Wells Fargo Advisors
"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
"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
"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
"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 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 enjoy this network of business proffessionals and friends."Aaron Orpelli
Beverly Hills Wellness Center
"Wildfire works! Many great professionals to rely on and great referrals each day!"Julio Santizo
PCS - Practical Computers Solutions, Inc.
"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
"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.
"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
