Carl M. Christie,  CFP<sup>&reg;</sup> - Financial Advisor

Carl M. Christie, CFP®

CFS, MBA

Instructor

Florida Atlantic University

777 Glades Rd
Boca Raton, FL 33431

General

Carl Christie is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Florida Atlantic University in Boca Raton, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - CFS, MBA

Insurance Licenses

  • Life insurance: CT,MA
  • Health/disability insurance: CT,MA
  • Fixed annuities: CT,MA
  • Variable annuities: CT,MA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds

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Helpful Financial Planning Resources