Chad Rudy
CFP®, MBA
Retirement Investment Advisors, Inc.
Financial Advisor, Executive Vice President
Chad Rudy
CFP®, MBA
Retirement Investment Advisors, Inc.
Financial Advisor, Executive Vice President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Chad Rudy, CFP®, MBA
Fee-Only financial planner located in Frisco, TX, serving clients locally and across the country
Chad Rudy is a CERTIFIED FINANCIAL PLANNER™ professional in the Frisco, Texas office. For more than ten years, he has provided comprehensive financial planning including goal setting, tax planning, investment review and planning, estate planning, education funding, retirement planning, cash management, risk management, and other services.
Chad received his MBA from the Jones School of Business at Rice University and BBA in Finance and Management Information System from the University of Oklahoma.
Chad was elected to the Frisco Independent School District Board of Trustees and selected by his colleagues to serve as Board Vice President for the District. For Frisco ISD, Chad volunteered on the 2014 Citizens Bond Committee, Mindbender Academy, Young Entrepreneur Academy, Independent Study & Mentorship Program, and campus WatchDOGS. He served as President of the Frisco Sunrise Rotary and is a graduate of Leadership Frisco. He lives in Frisco, Texas with his wife Amy, and daughters Kayla, Megan, and Tatum.
Chad Rudy is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Focused
We respect the life you’ve built. We understand that your nest egg isn’t simply money. To accomplish what you have has taken many years of sacrifice, rolled up sleeves, sweat on your brow, hard work, late nights, stressful meetings, and missed family time. Our CERTIFIED FINANCIAL PLANNER™ professionals manage the portfolios of others just like you. Let us help transform your savings into your legacy. All those years, you worked hard for your money. Now it’s time to make sure it’s working for you.
Our fee-only, fiduciary approach allows us to stay focused on your needs. We treat you with honor and respect because you’ve earned it. Allow us to show you why so many choose Retirement Investment Advisors, Inc. as their guide on the path to retirement.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Chad Rudy is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Chad Rudy is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Chad Rudy is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Chad Rudy
Office Locations:
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9300 John Hickman Pkwy
Suite 504
Frisco, TX 75035
