Chris Mankoff, CFP®
Journey > Time > Legacy | Empower Your Future
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JTL Wealth Partners
Chris Mankoff, CFP®
Southlake, TX
Serving Clients Nationwide
Journey > Time > Legacy | Empower Your Future
Areas of Focus
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About Me
Chris Mankoff is a partner at JTL Wealth Partners and has earned the CERTIFIED FINANCIAL PLANNER™ mark. His journey into the world of wealth management and financial planning started in 2009. He has worked for one of the world’s largest global financial institutions, as well as one of the world’s largest online investment platforms. Over the course of his career, by using the “Golden Rule” as a core value, he has helped individuals plan for and pursue their financial goals. He has the vast ability to work with high net worth individuals or business owners, and can communicate with CPAs, attorneys, insurance agents and benefits coordinators to help ensure synergy amongst each of the client's advisors.Chris believes that when it comes to forecasting a financial future, the best way to is to create a plan for it. By engaging everyone in a methodical “my future and beyond” planning process, he can provide the necessary blueprints that are required to pursue the desired outcomes for their wealth. Chris also believes that a “great plan” must also include optimizing the investments that are incorporated into the plan. To maximize the value of each client relationship, Chris focuses on strategies that can help identify or implement the reduction of portfolio expenses, minimizing capital gains distributions, tax harvesting opportunities, strategic diversification of concentrated holdings, striving to enhance total portfolio income, as well as many other investment strategies for high net worth individuals.
Chris lives in Roanoke, Texas, with his wife Lisa, daughter Carsyn, and son Connor. He enjoys spending time with his family, attending his daughter’s dance recitals, reading, playing golf, and hopelessly watching his beloved Dallas Cowboys attempt to win another Super Bowl. He graduated from the University of North Texas and holds the highly regarded CFP® mark from Pepperdine University, as well as Series 7, Series 66, and General Lines Life & Health & Annuities licenses.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
- Financial Planning Association
Primary Location
550 Reserve St., Suite 190 Southlake, TX 76092
Additional Locations
📍 5700 Tennyson Pkwy., Suite 300 Plano, TX 75024
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. At your first meeting, we will discuss the financial planning process, what you would like to accomplish and how JTL Wealth Partners can help you. We will discuss the services we provide to you and your family, discuss our fee structure and how we are compensated, and disclose any conflicts of interest. Our first meeting will be between 60 and 90 minutes, which is complementary and free of charge.Offers Investment Management
Yes
About our Firm
JTL Wealth Partners is an independent wealth management firm that specializes in navigating the many layers of estate and financial complexity faced by individuals and families. We help our clients achieve new levels of financial discipline by aligning their desires and financial goals.We deliver a team of credentialed, educated, experienced and action-oriented advisors, including CERTIFIED FINANCIAL PLANNER™ practitioners (CFP®), a Certified Public Accountant (CPA), as well as Insurance Specialists, and a network of Estate Planning Attorneys that are dedicated to helping you achieve your goals. We can coordinate financial planning, estate planning, investment management and risk management, all in-house.
Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. www.finra.org, www.sipc.org.
Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.
The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AL, AZ, AR, CA, CO, CT, DE, FL, IL, IA, KS, KY, LA, MD, MI, MN, NV, NM, NY, NC, OK, OR, PA, TX, VA, WA.
Education
University of North Texas, Bachelor’s Degree
Badges
Hobbies and Interests
- Family
- Football
- Golf
- Reading
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Gen X
- Investors
- Living in Retirement
- Parents
- Young Families
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