Christie Whitney

Christie Whitney is the Vice President of Investment Advice at Rebalance. Christie has over 18 years of experience in the financial industry, including working as a Manager and Associate Wealth Advisor at Integrated Wealth Counsel, a Client Service Manager at Osborne Partners Capital Management, and a Registered Sales Assistant at both Wells Fargo and Hambrecht & Quist. Christie has been with Rebalance since July 2016.

Christie Whitney completed their BA in Sociology from UC San Diego and then went on to complete a Certificate Program in Financial Planning from University of California, Berkeley. Christie also has a certification from the CFP Board in Certified Financial Planner TM.

Christie Whitney reports to Mitch Tuchman, Managing Director. Chief Investment Officer. They work with Nicole Cervi-McKeever - Director of Retirement Services, Drew Pratt - VP, Investment Advice, and Scott Puritz - MD, Investment Committee Member.