Chad Rudy, CFP(R) - Profile Picture

Chad Rudy, CFP

®

Fee-Only,
Fiduciary,
Focused on You

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.​

He lives in Frisco, Texas, with his wife Amy and their three daughters Kayla, Megan, and Tatum. 

Retirement Investment Advisors Inc

PROFESSIONAL DESIGNATIONS & AFFILIATIONS

 

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Chad Rudy CFP(R) - Frisco TX - CERTIFED FINANCIAL PLANNER
Chad Rudy CFP(R) - Frisco TX - NAPFA - National Association of Personal Financial Planners
Chad Rudy CFP(R) - Frisco TX - Fee Only Network
Chad Rudy CFP(R) - Frisco TX - Financial Planning Association
 

EDUCATION

RICE UNIVERSITY

CERTIFIED FINANCIAL PLANNER™

Certification Education Program, 2008

RICE UNIVERSITY

Master of Business Administration, 2001

Jones Graduate School of Business

UNIVERISTY OF OKLAHOMA

Bachelor of Business Administration, 1995

Majors in Finance and Management Information Systems

COMMUNITY SERVICE

 

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

Civic

  • Leadership Frisco Class 14

  • Frisco Highlands Office Park
    President

  • Cobb Hill Homeowners Association
    Treasurer

  • North Dallas Business Associates
    President

  • Frisco Chamber of Commerce

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

 

Contact me for a complimentary
review of your financial goals and plan.