Christa Whitman, BFA™
Financial Advisor, Wealth Management Coordinator
Christa Whitman, BFA™ is a behavioral financial advisor dedicated to helping individuals and families make smarter financial decisions by aligning their money with their values, goals, and real-life behaviors. Her approach goes beyond traditional financial planning by integrating principles of psychology and behavioral finance to better understand how emotions, biases, and habits influence financial outcomes.
Her philosophy is rooted in the belief that good financial planning isn’t just about optimizing returns—it’s about making better decisions over time. By combining disciplined investment strategies with behavioral coaching, she help clients avoid costly mistakes, stay focused during market volatility, and build lasting financial well-being.
Outside of work, Christa is an avid sports Mom. She enjoys watching her two kids play competitive sports and taking her rescue pup out for new adventures – exploring the beautiful areas Oregon has to offer.