Carol E. Christie, CFP®

Carol is a CERTIFIED FINANCIAL PLANNER® and lifelong learner with a passion for helping individuals and families on their path to financial independence. She shares ColeFP’s commitment to exceeding client expectations with exceptional service.

Prior to working with ColeFP, she was an associate planner with a large registered investment advisory firm in Texas, a plan analyst for a 401(k) administrator and self-employed as a financial coach. Earlier in her career she worked in a variety of client service roles and has a diverse educational background that includes degrees in engineering and linguistics. The study of foreign languages is another passion and when not working, she is often nurturing her first love French and occasionally practicing Spanish and German. 

She lives in Florida where she enjoys kayaking and biking does not miss the winters of her native Michigan.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.