Christie Bonacci
CPA, MAC
BlueSky Wealth Advisors
Senior Wealth Advisor
Christie Bonacci
CPA, MAC
BlueSky Wealth Advisors
Senior Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Christie Bonacci, CPA, MAC
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 practitioners, 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 personalized financial planning strategies and manages day-to-day client advisory needs. Her role includes scenario building, plan development, plan presentations for both individuals and businesses
Originally from New York, Christie has called Eastern North Carolina her home for the past 22 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, problem solving, financial analysis, and understanding a company’s and/or individual’s complete financial picture. Her variety of experience, financial planning, and business consulting have come together at BlueSky Wealth to do what she loves.
As an adjunct professor at UNC Kenan-Flagler Business School, Christie teaches Audit and Attestation for the Master of Accounting program. Christie is a CPA and is currently pursuing the Personal Financial Specialist designation through the AICPA.
Christie resides in Trent Woods, North Carolina, while her youngest son pursues a chemistry major/ physics minor at Appalachian State University and her oldest completes his Master of Accounting at UNC Kenan-Flagler Business School.
What do you enjoy most about being a part of BlueSky?
In short–Integrity, Respect, Service, and Knowledge. These 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 that we work 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 and simple. 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. And after I finish the remaining CPA-PFS exams, which demands 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.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Christie Bonacci is a NAPFA Associate MemberThe 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.
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Christie Bonacci is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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BlueSky Wealth Advisors is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact Christie Bonacci
Office Locations:
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2131 S. Glenburnie
Suite 8
New Bern, NC 28562
