Chris Reddick
MBA, PhD, EA, CFP®
Chris Reddick Financial Planning, LLC
Financial Planner
Chris Reddick
MBA, PhD, EA, CFP®
Chris Reddick Financial Planning, LLC
Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Chris Reddick, MBA, PhD, EA, CFP®
Fee-Only financial planner located in San Antonio, TX, serving clients locally and virtually nationwide.
Chris Reddick is a San Antonio, TX fee-only financial planner. Chris Reddick Financial Planning provides affordable comprehensive financial planning, investment management (and retirement planning), and college planning (and student loans) to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Chris Reddick is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Hello, my name is Chris Reddick. I am a Financial Planner and Owner of Chris Reddick Financial Planning, LLC. My firm specializes in investment management, retirement planning, and financial planning for professionals in corporate, education, and public service careers. I am a CERTIFIED FINANCIAL PLANNERTM professional, which is the highest standard for personal financial planning in the industry. Chris also holds the IRS’s Enrolled Agent (EA) elite credential, as evidence of his expertise in tax planning.
I am a goal-based financial planner. We establish goals together, track progress in accomplishing your goals, and celebrate your wins. If you are looking for a financial planner that holds you accountable for getting results, I am the one for you!
I was born and raised in Canada and earned an MBA in Business Studies at the University of Guelph. I earned a Ph.D. in Political Science from the University of Sheffield, in the United Kingdom.
In the year 2000, I moved to the U.S. to begin my university teaching career at Murray State University in Kentucky. Currently, I am a full professor at the University of Texas at San Antonio and have taught, among other subjects, a graduate-level course in economics since 2001. I have 11 years of management experience as a department chair, and author of numerous books and articles on technology, finance, and other management subjects.
My wife Cathy and I have two children, Rachel and Abigail. I love to spend time with my children, watch movies, and travel.
Chris Reddick 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.
Chris Reddick Financial Planning (CRFP) is a San Antonio based fee-only registered investment advisor firm. We specialize in investment management and financial planning for professionals in corporate careers, education, and public service. We take an education values-based approach which encourages learning about your personal financial situation, inspiring you to take action, and working with you to achieve your financial goals. Education is the overriding tool that is used to better understand your financial situation and enable impactful change. We serve clients locally in the San Antonio area and virtually nationwide.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Investment Management
- Retirement Planning
- Comprehensive Financial Planning
- College Education Planning
- Student Loan Analysis
Ideal Clients
- Corporate Professionals
- Education Professionals
- Public Service Professionals
- Sudden Money Situations
- Novice Investors
Working Together
- Virtual Meetings
- Affordable Subscription Plans
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Chris Reddick 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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Chris Reddick 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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Chris Reddick is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Chris Reddick 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.
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Chris Reddick is an Enrolled Agent (EA) with the IRSAn enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
Contact Chris Reddick
Office Locations:
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543 Tranquil Oak
San Antonio, TX 78260
