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 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

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

"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'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

"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.

"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

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

"I had purchased a home and had silhouettes which were filthy and some damage. I was going to toss them but knew the cost of buying them knew. I found Camden Drapery & Blinds Cleaning. Not only are the silhouettes WHITE (I thought they were beige)"
Alex Trakhtenberg
Camden Cleaners

"I have met wonderful and caring people. I gained access to an amazing array of business contacts. I have received referrals that are helping me continue to build my hypnotherapy practice. "
Anna-Pia Hubacher
Annapia Hypnotherapy

"It has made me a better public speaker. This network of professionals has made it easy for me to think of who I know when I need something either for myself or my clients. I still utilize the sevices of professionals who no longer are in the group."
Ricki Lewis
Ricki Lewis Events

"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