Christie Whitney, CFP®
Christie Whitney, UCSD (Marshall) Class of ’99, Vice President of Investment Advice and Director of Financial Planning at Rebalance
Our team would be happy to speak with you about your personal financial goals, and answer any questions you may have.
Rebalance works with clients who have at least $1 million in investable assets. If you would like to meet with one of our financial advisors, please click here. If you have not yet reached this minimum, we highly recommend that you find a CFP at: www.cfpboard.net.
