Brian Whitney's Location

Orange, CA, US

Brian Whitney's Work

Brian Whitney's Education

  • California State University-Fullerton - College of Business and Economics

    Bachelor or Arts (Finance and Investments)

    1996 - 1999
  • Orange Lutheran High School

    1990 - 1994

Brian Whitney's Skills

  • Financial Planning
  • Wealth Management
  • Investment Strategies
  • Investments
  • Investment Advisory
  • Portfolio Management
  • Asset Management
  • Retirement Income Strategies
  • ETFs
  • Mutual Funds

Brian Whitney's Summary

Brian Whitney, based in Orange, CA, US, is currently a President and CEO and Chief Investment Strategist at Vestige Wealth Management, bringing experience from previous roles at Compak Asset Management and Washington Mutual. Brian Whitney holds a 1996 - 1999 Bachelor or Arts in Finance and Investments @ California State University-Fullerton - College of Business and Economics. With a robust skill set that includes Financial Planning, Wealth Management, Investment Strategies, Investments, Investment Advisory and more, Brian Whitney contributes valuable insights to the industry. Brian Whitney has 2 emails and 1 mobile phone number on RocketReach.

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