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Whitney B
Series 63, Series 65, Series 66
Fresno, CA
The WealthGarden F.S. LLC
Whitney Bania is a financial advisor at The WealthGarden F.S. LLC with six years of industry experience. Prior to joining The WealthGarden, Whitney worked at Stifel for three years and held roles at Benefis Health System and The Bar Method. She serves on the Board of Directors and Finance Committee for Temple Beth Israel in Fresno, where she assists with budgeting and financial oversight. The WealthGarden F.S. LLC provides investment management, financial planning, and consulting services primarily for individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm customizes portfolios based on client goals and risk tolerances, using diversified allocations across mutual funds, ETFs, and individual securities, with regular reviews and rebalancing.
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