Chris Mullis (CFP®, PhD)

Chris Mullis focuses in the
following client markets or areas of practice:

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Dr. Chris Mullis has invested his 18-year career as a financial planner helping people just like you make their wealth work for them as they create fuller, more rewarding lives.

The mathematics of retirement income, investing, taxes, insurance, and estate planning are relatively simple. But figuring out how to actually enjoy retirement is anything but. Dr. Chris is here to help you go beyond the "simple math" and figure out what an extraordinary retirement really means!

Additional Information

Dr. Chris is a native Charlottean. He lives in the Queen City with his wife Rita and two children. When he’s not busy being a father, Chris volunteers with science outreach. He enjoys giving public lectures, visiting schools, and organizing hands-on demonstrations to promote awareness and understanding of science.

Communities:

Providence Day School, Board of Trustees (Chair 2018-2021; Trustee 2014-2021)
Pisgah Astronomical Research Institute, Board of Directors (2016-2020)
CAAC Stewardship Foundation, Endowment Fund Manager (2020-present)

Education:

University of Hawai’i, M.S. (Astronomy; 1996) and Ph.D. (Astronomy; 2001)
University of Virginia, B.A. with Highest Distinction (Physics & Astronomy; 1994)