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

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Justin Sloggatt
Six 14 Productions

"Its a great group of people to work with and learn from. Membership leads to jobs."
Scott Beck
Scott Beck Architect

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Alex Trakhtenberg
Camden Cleaners

"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

"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

"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

"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

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

"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

"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

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

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