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.
Member Since: 2011