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 Frisco, Texas and serves as Executive Vice President for Retirement Investment Advisors, Inc. Since 2009, he has been providing comprehensive and objective financial planning to help individuals and families achieve their personal financial goals. His services include investment review and planning, tax planning, estate planning, education funding, retirement planning, cash management, risk management, and more. As a fee-only, fiduciary, and independent financial advisor, Chad is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.
Before completing his CERTIFIED FINANCIAL PLANNER™ Certification Education Program at Rice University, Chad received his MBA from the Jones School of Business at Rice University and his BBA in Finance and Management Information Systems from the University of Oklahoma. Prior to his Financial Advisory career, Chad worked for Fortune 100 companies Exxon and Compaq, was Director of Houston’s 11th largest private company, and spent eight years as owner of a software company.
Chad is a highly trained professional who is committed to working in the best interests of those he serves. His professional designations and affiliations include the National Association of Personal Financial Advisors, the DFW Chapter of the Financial Planning Association, the Fee-Only Network, and the National Association of Registered Social Security Analysts.
Chad has a long history of commitment to the community. In 2015, Chad was elected to the Frisco Independent School District Board of Trustees where he served for seven years. For two of those years, he was selected by his colleagues to serve as Board President. He is a graduate of Leadership Texas Association of School Boards. Chad served on the 2014 Frisco ISD Citizens Bond Committee in addition to other Frisco ISD programs including the Mindbender Academy, the Young Entrepreneur Academy, and the Independent Study & Mentorship Program. He served as President of the Frisco Sunrise Rotary, the North Dallas Business Association, and Frisco Highlands Office Park. He served as Treasurer of the Cobb Hill Homeowners Association. Chad is a member of the Frisco Chamber of Commerce, a graduate of Leadership Frisco Class 14, and has volunteered as a head coach for his daughters’ basketball teams.
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 on You
Since 1991, Retirement Investment Advisors, Inc. has been the fee-only fiduciary that people seek when they need trusted CERTIFIED FINANCIAL PLANNER™ professionals to help navigate the twists and turns of the retirement path. You’ve worked hard for your money. Now that you’re focused on retirement, it’s time to make sure it’s working for you. Let us lead the way
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
