Christie Whitney is the Vice President of Investment Advice at Rebalance, and she leads the Financial Planning team at the firm. She has over 25 years of experience in the private financial services sector, and has served in many different roles within the world of wealth management throughout the course of her career. As a seasoned CERTIFIED FINANCIAL PLANNER™, Christie is passionate about working with clients to provide holistic strategic advice, to improve their financial literacy, and to give them peace of mind as they plan for their retirement.

While the scope of her clients is broad, she often works with couples who are in their peak earning years or on the cusp of retirement, and women going through significant transitions in their lives, such as divorce and widowhood. 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 received her B.A. from the University of California, San Diego. When she is not engaging with clients throughout the financial planning and retirement investment processes, she enjoys various fitness activities including yoga, swimming, and spending time in the outdoors with her husband and teenage boys.