Christie Whitney (CRD# 3260111) is an Investment Advisor Representative working at Rebalance LLC in Palo Alto, CA and has over 24 years of experience in the finance industry. Christie Whitney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rebalance LLC | Palo Alto, CA | Jul 2016 - Current | 7 |
| Rebalance LLC | Palo Alto, CA | Jul 2016 - Current | 7 |
| Stay At Home Mom | El Dorado Hills, CA | Jul 2014 - Jul 2016 | 2 |
| Integrated Wealth Counsel, LLC | Carmel, CA | Sep 2008 - Jul 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1999 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2012 |
- CA
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Total Assets Under Management1,313MILLIONS
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Total Number of Accounts1,609ACCOUNTS
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Average Account Value$815,877
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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