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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Saeed Tarki
Westside Company

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Brian Reich
Brilliant Smiles

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Jesus Hernandez
The Perfect Detail

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Andre Vizcocho
LAV Law, PC

"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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Justin Sloggatt
Six 14 Productions

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

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SmartProse Communications

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Little Red Truck Plumbing

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New Choice Contractors

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PCS - Practical Computers Solutions, Inc.

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Rick Baum
Law Offices of Richard T. Baum