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  • Brian T. Whitney Profile Picture

    Brian Whitney

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • IL
    • MA
    • MD
    • ME
    • MI
    • NV
    • NY
    • OH
    • OR
    • TN
    • TX
    • UT
    • VT
    • WA

    For more than 20 years, Brian has been helping families, businesses, retirement plans, and foundations achieve their financial goals by providing Investment Counseling; Retirement Planning; Legacy Planning; and Money Management Counseling. Having successfully guided clients through ten market corrections and two recessions, Brian has demonstrated loyalty and long-term stability to his clients that sets him apart from his peers.

    Brian recognizes that every client's needs are unique and he is passionate about helping each client succeed in reaching their financial goals. With his clients, Brian emphasizes asset allocation and total portfolio management with a focus on retirement income planning; he often advises his clients to invest like institutions and adopt an institutional discipline for strong long-term results. He also helps clients with legacy funding, investment management selection and investment policy design.

    Brian is FINRA-registered and holds Series 7, 63 and 65 securities licenses, as well as licenses for Health and Life Insurance. He also holds the following designations, Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (C(k)P), these two programs were completed at The University of Pennsylvania's Wharton School of Business; Chartered Retirement Plan Specialist (CRPS) through the College of Financial Planning; and Accredited Investment Fiduciary (AIF) through The Center for Fiduciary Studies. Brian is also a member of UBS's DC Advisory Program, which is comprised of an elite subset of advisors whose experience and knowledge authorize them to counsel on defined contribution retirement plans. In 2011, 401kWire named Brian one of the top 300 Most Influential Defined Contribution Advisors of the year. Additionally, Brian holds a BS in Finance from California Polytechnic State University, San Luis Obispo.

     

      • California Polytechnic State University, San Luis Obispo, BS in Finance
      • The University of Pennsylvania's Wharton School of Business
      • Certified Investment Management Analyst®
      • Chartered Retirement Plans Specialist℠
      • Certified 401(k) Professional
      1999 Avenue of the Stars
      36th Floor
      Los Angeles, CA 90067
      brian.whitney@ubs.com
      Brian Whitney
      1999 Avenue of the Stars,Los Angeles,CA,90067
    • Jonathan Luis

      Jonathan Luis

      Client Associate

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      • AK
      • AL
      • AZ
      • CA
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      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
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      • MD
      • ME
      • MI
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      • NV
      • NY
      • OH
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      • OR
      • PA
      • RI
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WI
      • WY

            1999 Avenue of the Stars
            36th Floor
            Los Angeles, CA 90067
            jonathan.luis@ubs.com
            Jonathan Luis
            1999 Avenue of the Stars,Los Angeles,CA,90067

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