Chad Rudy, CFP
Fee-Only, Fiduciary, Focused on You
Chad Rudy is a CERTIFIED FINANCIAL PLANNER™ professional and Executive Vice President at Retirement Investment Advisors, Inc. With more than 15 years of experience, he provides comprehensive, fee-only financial planning for individuals and families seeking to achieve their long-term goals. His expertise spans retirement planning, investment management, tax strategies, education funding, and estate planning. Before becoming a financial advisor, Chad held leadership roles at Fortune 100 companies and owned a successful software business, giving him a unique perspective in serving clients.
Professional Designations & Affiliations
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Education
UNIVERSITY OF OKLAHOMA
Bachelor of Business Administration
Majors in Finance and Management Information Systems
RICE UNIVERSITY
Master of Business Administration
Jones Graduate School of Business
RICE UNIVERSITY
CERTIFIED FINANCIAL PLANNER™
Certification Education Program
Community Service
Volunteer
Frisco Sunrise Rotary Club President and Treasurer
Frisco Sunrise Rotary Foundation
City of Frisco Complete Count Census Committee
Young Entrepreneur Academy
Youth Sports Coach Girls Basketball and Girls Soccer
Civic
Frisco Chamber of Commerce Board
Leadership Frisco Class 14
Frisco Highlands Office Park President
Cobb Hill Homeowners Association Treasurer
North Dallas Business Associates President
Frisco ISD
Frisco ISD Board of Trustees President, VP, and Secretary
Leadership Texas Association of School Boards
Leadership TASB Master Trustee
2014 Citizens Bond Committee
Mindbender Academy Volunteer
Independent Study & Mentorship Program Volunteer
WatchDOGS Volunteer
