Chad Rudy, CFP^®

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. 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.

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Life Planning, Retirement, Stocks & Bonds, Sudden Wealth, Personal Taxes