Carl Christie

Biography

Carl Christie has been a practicing financial planner for over 27 years and has held the CFP designation since 2001. Carl has also been the National Board Director of the Financial Planning Association (FPA) since January 2013.

Education

• MBA (2007) Bay Path University
• BS (2000) Business, Charter Oak State College

Certifications

• Registered Principal, Series 24 -- June 2004
• Certified Financial Planner (CFP) -- 2001
• Certified Funds Specialist (CFS) -- February 1999
• Life, Health, and Variable Annuities -- March 1997
• FINRA Series 63 -- December 1996
• Registered Representative, Series 7 -- November 1996