BlueSky Wealth Advisors
Assocaite Wealth Advisor
Fee-Only financial planner located in New Bern, NC, serving clients locally and across the country
Christie Bonacci is a New Bern, NC fee-only financial planner. BlueSky Wealth Advisors provides comprehensive financial planning and wealth management to help medical practictioners, small business owners, successful professionals and retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Christie Bonacci is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Christie Bonacci actively formulates and implements standard financial planning strategies and manages day-to-day client advisory needs. She takes on the role of maintaining client data, scenario building, plan development, and plan presentations.
Originally from New York, Christie has called Eastern North Carolina her home for the past 21 years. While raising her two sons, she worked as an accountant for local not-for-profits, a private insurance firm, and as a financial advisor.
Christie graduated as valedictorian from University of North Carolina at Chapel Hill Kenan-Flagler Business School where she earned a Master of Accounting degree. While working for Deloitte & Touché, LLP in audit and attestation, Christie realized she needed to marry her passion for helping people with her career strengths: strategic planning, tax research and problem solving, financial analysis, and understanding a company’s and/or individual’s complete financial picture. Her variety of experience and financial planning and business consulting have come together at BlueSky Wealth to do what she loves.
An adjunct professor at UNC Kenan-Flagler Business School, Christie teaches Audit and Attestation for the Master of Accounting program. She is currently pursuing the Certified Public Accountant–Personal Financial Specialist designation though the AICPA.
Christie resides in Trent Woods, North Carolina, while her two boys are pursuing their undergraduate degrees at UNC Chapel Hill and Appalachian State University.
What do you enjoy most about being a part of BlueSky?
In short–Integrity, Respect, Service, and Knowledge. These four encompassing words are embraced by BlueSky as a firm and by its colleagues in their professional and personal lives. I recognize that BlueSky has a mission and culture we’re working together to achieve. Beyond that, doing what is in the best interest of others drives me. As a fiduciary in this fee-only financial planning firm, I can marry my passion for helping people with my knowledge and love of financial and strategic analysis and research.
What does "improving the quality of our clients' lives" mean to you?
People capitalize on their own gifts and passions to create meaningful lives. Knowledge, confidence, and financial independence lead to making those lives more peaceful. Improving the quality of our clients’ lives means reducing anxiety and giving them assurance about their financial future. We realize that by providing objectivity, insights, and considerations on their path to achieving their life’s goals–something that’s not easily done without financial planning.
What keeps you busy when you are not working?
Spiritually, I feel grateful. Physically, I love weightlifting at Planet Fitness or running in New Bern. Mentally, I enjoy going to the beach, my peaceful place. At home, I love baking. Now that I have finished the CPA exams, which demanded much of my free time, I plan to travel and explore more of what God has bestowed on us.
Christie Bonacci is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
BlueSky Wealth Advisors is an independent, fee-only financial planning firm with offices in New Bern, North Carolina, Pleasanton, California and San Jose, California.
Our clients include individuals and families who wish to delegate the day-to-day responsibility of investment management and financial planning to a professional.
At BlueSky, we believe independence leads to objectivity. We do not sell any products, earn commissions, accept or pay referral fees, or otherwise receive compensation from any source other than our clients.
As a fiduciary, our sole purpose is to provide superior investment management and financial planning advice to our clients to help them achieve their own unique, long-term financial goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Christie Bonacci is a NAPFA Associate Member
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Christie Bonacci is a Certified Public Accountant (Learn More)
Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.
BlueSky Wealth Advisors is an Approved Dimensional Funds Advisor
Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.
Contact Christie Bonacci
2131 S. Glenburnie
New Bern, NC 28562