Carl M. Christie, MBA, CFP®, CFS®
Carl M. Christie, MBA, CFP®, CFS®, currently serves on the board of directors for the Financial Planning Association® (FPA®), the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.
With nearly three decades of experience, Christie, who is based in South Florida, believes the right financial advice can help prepare you for whatever life brings – the expected and the unexpected.
As an experienced CERTIFIED FINANCIAL PLANNER™ professional and Certified Fund Specialist (CFS®), Christie specialized in retirement, investment, protection, and tax planning. He worked with individuals and families to review income and expenses, insurance coverage, tax status, financial objectives, risk tolerance, estate planning needs, and other information required to develop and implement a comprehensive financial plan.
Christie is an instructor in the CFP® program at Florida Atlantic University (FAU) and is a past volunteer leader with the Financial Planning Association of Connecticut Valley (now part of the FPA of Connecticut chapter), where he also served as president. He has also served on the FPA Annual Spring Conference and programs committee.
Christie earned his bachelor's degree from Charter Oak State College and a master's in business administration from Bay Path University.