Our History
Little Business Wealth Advisors was founded in 2005 by David J. Little, CLU, ChFC, with his two sons Brett Cyril Little and Bradley Jennings Little, with the belief that our clients rely on us for our expertise, personalized service and our best efforts as trusted professionals.
David J. Little, CLU, ChFC, is the Founder of Little Business Wealth Advisors, and has almost 50 years of experience in Insurance and Wealth Management.
His list of industry accomplishments include: Chartered Life Underwriter (CLU) designation in 1973; Chartered Financial Consultant (ChFC) designation in 1983; Past President of Central California Association of Health Underwriters; Past President of the local chapters of Society of Finacial Service Professionals and International Association of Financial Planners; Board of Directors' member of Fresno Estate Planning Council and California Association of Financial Planners.
David currently has his California Life and Health Insurance Licenses.
Brett Cyril Little (or B.C.), is the current President, and was raised in Fresno, graduated Bullard High School in 1987, University of California at San Diego with a B.A. in Communications in 1992 and moved back to Fresno in 2002. B.C. holds his California Life and Health Insurance License, as well as his FINRA Series 7 and 66.
B.C. is a Registered Representatives and Investment Advisor Representatives of Independent Financial Group, LLC.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.