Expert Advice

Meet Christie

Christie Whitney, CFP®, Vice President, Wealth Management & Director of Planning, shares how having a financial plan is so important throughout one’s life.

Christie Whitney:
I’m born and raised Californian. I’m the mother of two boys and a wife. And having children, and in particular with my family’s situation, has really taught me about thinking ahead and the importance of planning for the future. I love what I do at Rebalance. I’m an advisor and financial planner here and get to interact with families about their needs. I have two teenage boys who keep me very busy, and they’re wonderful. My youngest son was born with special needs, unbeknownst to my husband and I, and we had a major journey with him for six years with medical instability, and I was challenged beyond what I ever imagined being challenged being his mother. But he’s a true light and healthy now and it’s made me such a strong individual. Having a child with special needs really does make you think about a longer term future for your children. Our planning and time horizon is that much longer than a typical childhood. But this also translates and makes me think about what I do at Rebalance in helping people plan for many, many years in retirement. Everyone these days has to plan and invest wisely to have a successful financial future.