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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)

NAPFA Start Date

May 20, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

521 East Blvd Charlotte, NC 28203 Phone: (704) 350-5028 ext 7
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