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.

So many people struggle with learning about finances and taking charge of their financial futures. In our industry, we often liken financial discussions to visiting the dentist; most people dread this and avoid it at all costs. When one finally takes the leap to look at their entire financial picture and strategize with a professional, especially when big life events are coming down the line, they achieve peace of mind. My job is to provide this peace of mind; I find it extremely rewarding to develop and execute financial plans for my clients, and help them achieve this harmony. I also enjoy educating my clients about investing strategies, and choosing a portfolio for them that will set them on the path to a smooth retirement.