Christie Whitney Email

Director Financial Planning at Rebalance . Rebalance

Current Roles

Employees:
47
Revenue:
$7.9M
About
OUR PROMISE Rebalance manages your investments with some of the lowest fees in the industry. We can save you on average 45% to 72% in annual fees. And when it comes to saving and investing, even small reductions in fees can make a big difference in the size of your nest egg. OUR PEOPLE Rebalance puts some of the brightest minds in the investment industry to work for you. Burt Malkiel, Charley Ellis, and Jay Vivian make up our Investment Committee and their world-renowned financial expertise informs every Rebalance portfolio. OUR PROCESS Every Rebalance account is a collection of globally diversified funds selected by our experts to work together as a balanced whole. Over forty years of research has shown that this type of balanced, diversified investing helps reduce risk and improve overall returns.
Rebalance Address
4800 Hampden Lane
Bethesda, MD
United States

Past Companies

RebalanceDirector of Financial Planning at Rebalance
RebalanceVice President, Investment Advice
Integrated Wealth Counsel (formerly Doolittle & Ganos Investment Counsel, LLC)Manager, Associate Wealth Advisor

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