Chad  Rudy,  CFP<sup>&reg;</sup> - Financial Advisor

Chad Rudy, CFP®

Executive Vice President

Retirement Investment Advisors, Inc.

9300 John Hickman Pkwy, Ste 504
Frisco, TX 75035-5952
FINANCIAL ADVISOR'S WEBSITE
(972) 377-2850 CONNECT WITH Chad
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General

Chad Rudy is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Retirement Investment Advisors, Inc. in Frisco, TX and the surrounding communities.

Financial Advisor Overview

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 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 to help individuals and families achieve their personal financial goals. 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 development company. Chad received his MBA from the Jones School of Business at Rice University and his BBA in Finance and Management Information System from the University of Oklahoma. He completed his CERTIFIED FINANCIAL PLANNER™ Certification Education Program at Rice University. Chad has lengthy resume of service to the community and was elected to the Frisco Independent School District Board of Trustees and selected by his colleagues to serve as Board President for the District. For Frisco ISD, Chad volunteered on the Citizens Bond Committee, Mindbender Academy, Young Entrepreneur Academy, Independent Study & Mentorship Program, campus WatchDOGS, and is a graduate of Leadership Texas Association of School Boards. He served as President of the Frisco Sunrise Rotary, Treasurer of the Cobb Hill Homeowners Association, President of the Frisco Highlands Office Park, and is a graduate of Leadership Frisco Class 14. He has coached more than 260 basketball games for his daughters’ teams and volunteered as an assistant coach for their soccer teams. He lives in Frisco, Texas, with his wife Amy and their three daughters Kayla, Megan, and Tatum.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

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

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