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C Robert Manness

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C Robert Manness

Industrial Engineer | Fidelity Investments

California, United States

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C Robert Manness

Summary

C Robert Manness is a seasoned Vice President and Wealth Management Advisor with a strong background in financial planning and investment strategies. He has a passion for helping families achieve their financial goals through tailored solutions that address unique needs. With extensive experience in wealth management, succession planning, and tax-efficient investing, he has a proven track record of fostering lasting relationships with clients. His previous roles span industrial engineering and consulting, showcasing his versatility and adaptability in various sectors. C is committed to continuous learning and staying updated with emerging financial trends to provide the best service possible. He believes in open communication and understanding as the foundation of successful financial planning. Outside of work, he enjoys engaging discussions over coffee, emphasizing a personal touch in client interactions.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Immigrant

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Consulting Experience

C Robert Manness

Work Experience

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Industrial Engineer at

Unisys

October 1990 - May 1993

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Senior Consultant at

Accenture

May 1993 - April 1996

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General Manager at

FALSE PAGE

April 1996 - February 2005

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EVP Operations, President of MFB & FDM at

Good Companies

February 2005 - November 2006

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National Sales Manager at

Seating Concepts

April 2007 - July 2011

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VP Enterprise Solutions at

Barakah, Inc.

July 2011 - January 2013

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Financial Advisor at

Wells Fargo Advisors

January 2013 - September 2015

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Investment Consultant at

Fidelity Investments

October 2015 - March 2017

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Financial Consultant at

Fidelity Investments

April 2017 - April 2018

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Vice President, Wealth Planner at

Fidelity Investments

May 2018 - April 2025

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Vice President, Wealth Management Advisor at

Fidelity Investments

April 2025 - Present

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C Robert Manness

Education

University of Manitoba, Bachelor of Applied Science (B.A.Sc.) in Industrial Engineering, Industrial Engineering

Frequently Asked Questions about C Robert Manness

What is C Robert Manness email address?

C Robert Manness's primary email address is **************@unisys.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does C Robert Manness work for?

C Robert Manness is a Industrial Engineer at Fidelity Investments.

Where C Robert Manness graduated from?

C Robert Manness holds a degree in null from University of Manitoba.

How can I directly contact C Robert Manness?

To contact C Robert Manness directly, you can use the email address **************@unisys.com. Complete contact information is available upon registration with Muraena.

Is C Robert Manness an immigrant?

Yes, C Robert Manness is an immigrant and currently based in United States

Who is C Robert Manness?

C Robert Manness is a seasoned Vice President and Wealth Management Advisor with a strong background in financial planning and investment strategies. He has a passion for helping families achieve their financial goals through tailored solutions that address unique needs. With extensive experience in wealth management, succession planning, and tax-efficient investing, he has a proven track record of fostering lasting relationships with clients. His previous roles span industrial engineering and consulting, showcasing his versatility and adaptability in various sectors. C is committed to continuous learning and staying updated with emerging financial trends to provide the best service possible. He believes in open communication and understanding as the foundation of successful financial planning. Outside of work, he enjoys engaging discussions over coffee, emphasizing a personal touch in client interactions.

C`s contact details

mail

**************@unisys.com

******************@fidelity.com

*********@fmr.com

********@palliser.com

Colleagues

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Hari Sirivella

Team Lead & Onsite Coordinator.

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Haridas Datta

System Analyst

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Harmeet Singh

Sr Software Engg

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Harriet Haake Hall

Retirement Plan Implementation Coordinator

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Harry Facher

Asst. Vice President, Client Representive

Harry Short

VP Fixed Income Sales

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Harry Rosenbaum

Architectural and Exhibition Designer

Haska Heidi

VP Finance

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Heather Armstrong

Benefits Analyst

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