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Chris Reddick, CFP®, PhD, EA

Chris Reddick, CFP®, PhD, EA

Financial Planner

The Hour

  • Ask a financial advisor anything about investing in one hour
  • No commissions, products, or sales pitch
$250one time
Next Available: 9/20/2026 1:00 PM
View Availability

The Plan

  • An 8 week program to achieve a strategic plan for your financial life
  • Get an 8+ page financial plan
  • $0 due now, pay after your 1st meeting
$3,000one time
Next Available: August 2026

The Ongoing

  • Ongoing support and accountability when you need it
  • Quarterly video calls & unlimited emails
  • Annual 2 page financial checkup
$200/ month
(billed $600 every three months)
2/6 spots available!
Which service is right for me?

About Chris

7
years of experience
756
The Hour meetings
31
The Plan engagements
4.91
average review

Bio

Hi, I’m Chris! I’m a CFP® professional, Enrolled Agent, and Retirement Income Certified Professional with more than 25 years of experience as an educator. I specialize in retirement, tax, and investment planning, particularly for people approaching retirement, educators, government employees, and public service professionals. I can help you answer important questions such as: When can I retire? When should I claim Social Security? Should I consider Roth conversions? How should I invest and withdraw my money? And how can I reduce taxes in retirement? My background as an educator shapes how I work with clients. I explain complex financial decisions in plain English and provide clear, practical next steps. I’m a fee-only, advice-only fiduciary and don’t sell financial products or manage investments for a percentage of your assets.

I Can Help You With

401k rollover
Charitable giving
Estate planning
Getting started with investing
Insurance
Portfolio review
Real estate
Roth conversions
Social security
Tax planning

I Enjoy Working With

Business owners
FI/RE
Government employees
Healthcare professionals
Military/Veterans
Pre-Retirees
Public service professionals
Retirees
Teachers & educators
Tech employees

Personal Stuff

San Antonio, TX

I live in San Antonio, TX, with my wife, Cathy. We have two daughters, Abby and Rachel, and a boxer/bulldog mix named Augie. Outside of financial planning and teaching, I enjoy spending time with my family, watching movies, reading, and learning something new. The photo below is of my wonderful family—Rachel, Cathy, and Abby—who inspire me every day.

Education & Designations

Tax Planning Certified Professional
Retirement Income Certified Professional
Certified Financial Planner ®
Enrolled Agent
University of Guelph
MBA
University of Sheffield Ph.D.
Political Science & Government

Experience

Chris Reddick Financial Planning, LLC
Financial Planner and Owner
2019 – Present
University of Texas at San Antonio
Professor
2001 – Present
Tax Preparer
2022 – Present

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Frequently Asked Questions

You can ask anything related to investing or personal finance! We are here to help you put your money in the right places so you can reach your financial goals.

The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.

The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).

The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.

The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.

Yes, you can reschedule or cancel up to 24 hours before your appointment. Just click the reschedule link in your confirmation email or in your Nectarine account.

Yes, the meeting can be recorded for your records and made available in your Nectarine account shortly after your meeting. You can request for the recording to be turned off at any time or message us or your advisor before your meeting to request that the recording is never turned on. You can also request for the recording to be permanently deleted at any time.

We are confident that you will have a great experience, but if it did not meet your expectations just let us know & we'll refund 100% of your money. We're trying to make you rich, not sell you junk!
The endorsements displayed on this Website have been provided by clients who have completed an engagement with an Advisor. No compensation was paid for any endorsement and the endorsements may not necessarily be representative of all Nectarine experiences.
Chris Reddick, CFP®, PhD, EA — Fiduciary Financial Advisor | Nectarine