Brian Whitney Email & Phone Number

Brian Whitney Email & Phone Number

President and CEO and Chief Investment Strategist @ Vestige Wealth Management

Brian Whitney Location

Orange, CA, US

Brian Whitney Work

  • 2008 - now  President and CEO and Chief Investment Strategist @ Vestige Wealth Management
  • 2002 - 2007 Financial Advisor @ Compak Asset Management
  • 2000 - 2002 Trading @ JPMorgan Chase & Co.

Brian Whitney 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 Skills

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

Brian Whitney Summary

Brian Whitney, based in Orange, CA, US, is currently a President and CEO and Chief Investment Strategist at Vestige Wealth Management. Brian Whitney brings 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 has 2 emails and 2 mobile phone numbers on RocketReach.

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