Registered Investment Advisor
Titleist Asset Management
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Christopher J. Mann, Cfp® Email & Phone Number
Registered Investment Advisor
at
Titleist Asset Management
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Registered Investment Advisor
Location
Chapel Hill, North Carolina, United States
Who is Christopher J. Mann, Cfp®? Overview
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Quick answer
Christopher J. Mann, Cfp® is listed as Registered Investment Advisor at Titleist Asset Management, based in Chapel Hill, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Christopher J. Mann, Cfp®.
Christopher J. Mann, Cfp® previously worked as Registered Investment Advisor at Titleist Asset Management, Llc. and Sr. Financial Advisor at Duke University Retirement Plan Specialist. Christopher J. Mann, Cfp® holds Master Of Business Administration (Mba) from Liberty University.
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Email format at Titleist Asset Management
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Titleist Asset Management
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Profile bio
About Christopher J. Mann, Cfp®
A future-focused senior financial investment advisor with over 30 years of experience guiding individuals and businesses in making strategic investment decisions. Specialties in ERISA plans, retirement planning, market analysis, and business leadership have contributed to long-term financial wellness and security for clients with diverse investment experience and goals.Dedicated to fostering genuine, long-lasting client relationships that offer peace of mind throughout all stages of investment planning. This unwavering commitment fuels a proactive approach that ensures adaptability and resilience amidst the ever-changing world of finance.Areas of Expertise:ERISA PlansFinancial PlanningInvestment AdvisingPortfolio ManagementRetirement PlanningRisk ManagementClient Relations
Current workplace
Christopher J. Mann, Cfp®'s current company
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8 roles · 35 years
Christopher J. Mann, Cfp® work experience
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Registered Investment Advisor
Lead comprehensive, cost-effective financial planning strategies that align with fiduciary duties and prioritize the best interest of each client to support their unique long-term financial goals.Maintain compliance with the SEC by continuously keeping the goals and circumstances of each client at the center of all financial and investment.
Sr. Financial Advisor
Duke University Retirement Plan Specialist
Director, Investment Planning - Duke University
Collaborated with faculty and staff at Duke University and The University of North Carolina to provide comprehensive support in all facets of retirement planning.Delivered informational virtual and in-person seminars to audiences of over 500 attendees, highlighting Fidelity’s full-service investment and retirement planning services.Maintained a consistent.
Jul 2011 - Jan 2024
Vice President & Senior Account Executive
Supported the financial well-being of investors and prospects by providing needs-based financial solutions through Fidelity’s premier products and services.Demonstrated ethical and data-driven leadership by continuously aligning daily financial advisory practices and client relationships with overarching business goals for expansion.Actively pursued new.
Feb 1996 - Jul 2011
Retirement Specialist
Presented personalized retirement plans to clients by assessing their financial goals and risk tolerance considering and understanding their investment preferences, ensuring a secure and comfortable retirement.Conducted in-depth analyses of retirement income sources, tax implications, and long-term care considerations to provide clients with optimized.
Oct 1993 - Apr 1996
Real Estate Entrepreneur
1991 - 2020
~29 yrs
Business Advisor
Myers Carsmart Collision Brevard
2016 - 2018
~2 yrs
3 education records
Christopher J. Mann, Cfp® education
Master Of Business Administration (Mba)
Education record
Master'S Degree, Communication, General
FAQ
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Quick answers generated from the profile data available on this page.
What company does Christopher J. Mann, Cfp® work for?
Christopher J. Mann, Cfp® works for Titleist Asset Management.
What is Christopher J. Mann, Cfp®'s role at Titleist Asset Management?
Christopher J. Mann, Cfp® is listed as Registered Investment Advisor at Titleist Asset Management.
Where is Christopher J. Mann, Cfp® based?
Christopher J. Mann, Cfp® is based in Chapel Hill, North Carolina, United States while working with Titleist Asset Management.
What companies has Christopher J. Mann, Cfp® worked for?
Christopher J. Mann, Cfp® has worked for Titleist Asset Management, Titleist Asset Management, Llc., Duke University Retirement Plan Specialist, Fidelity Investments, and Self Employed.
How can I contact Christopher J. Mann, Cfp®?
You can use AeroLeads to view verified contact signals for Christopher J. Mann, Cfp® at Titleist Asset Management, including work email, phone, and LinkedIn data when available.
What schools did Christopher J. Mann, Cfp® attend?
Christopher J. Mann, Cfp® holds Master Of Business Administration (Mba) from Liberty University.
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