Christie Whitney

With more than two decades of experience in private financial services, Christie Whitney, CFP®, has held a wide range of roles across the wealth management landscape. As a CERTIFIED FINANCIAL PLANNER™, she is deeply committed to delivering comprehensive, strategic guidance that enhances her clients' financial understanding and brings them confidence as they approach retirement.

Christie frequently partners with couples navigating their highest-earning years or standing at the threshold of retirement, as well as women facing major life changes such as divorce or the loss of a spouse. Her approach empowers clients to feel assured in their financial choices and long-term objectives.

She holds a degree in Personal Financial Planning, with distinction, from UC Berkeley, and a B.A. from the University of California, San Diego. Outside of her professional life, Christie enjoys yoga, swimming, and outdoor adventures with her husband and teenage sons.