Our Qualifications

David J. Little, CLU, ChFC, is the Founder  of Little Business Wealth Advisors, and has over 40 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.)  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.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We look forward to using our expertise to help you pursue your financial goals!