Christie Whitney

Vice President, Investment Advice,
Director of Planning

Christie Whitney is a passionate active listener, who, through education and engagement, works to improve client literacy of retirement investment best practices. She is a seasoned CERTIFIED FINANCIAL PLANNER™ professional, CFP®, and has over 20 years of experience in the private financial services sector.

Christie has honed her skills as a client services manager and financial planner and appreciates the emotional aspects of investing. Her goal is to provide clients with peace of mind by educating them throughout the retirement investment process, and keeping an open avenue of communication. As Vice President of Investment Advice, Christie helps instill clients with the confidence they need to feel secure about their goals, financial decisions, and future.

Christie is a graduate of UC Berkeley in Personal Financial Planning, with distinction, and obtained her BA from the University of California San Diego. When Christie is not engaging with clients throughout the retirement investment process, she enjoys swimming, yoga, and the outdoors with her husband and young boys.

Christie in the Press:

  • Schwab
  • Schwab
  • Paying for College Mistakes
  • Paying for College Mistakes
  • Christie Whitney featured on
  • 5 Resources Financial Education
  • 6 Ways Women Can Boost Retirement Savings