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
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
The Ongoing
- Ongoing support and accountability when you need it
- Quarterly video calls & unlimited emails
- Annual 2 page financial checkup
About Chris
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
I Enjoy Working With
Personal Stuff
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
Experience
Reviews
Clients say
Reviewers mention
- Retirement Planning
- Tax Planning
- Investment Planning
- Portfolio Analysis
- Asset Allocation
- Asset Location
- Roth Conversions
- Backdoor Roth Strategies
- Estate Planning
- Social Security Planning
- Pension Planning
- Government Benefits
- Knowledgeable
- Friendly
- Approachable
- Patient
- Thoughtful
- Professional
- Clear Communicator
- Good Listener
- Practical
- Straightforward
- Nonjudgmental
- Calm
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Just what I needed!
I was ready go take a big step back from work, but unsure if I was in the right place to do this financially. Chris was able to put together a plan that gave me the reassurance and data I needed to feel confident moving forward. I can now enter this next, semi-retired, chapter of my life worry-free! I highly recommend working with Chris.
Thank You for the Kind Words!
Thank you for the wonderful review! I’m glad the financial plan gave you the clarity and confidence to take this next step toward semi-retirement. It was a pleasure working with you, and I wish you all the best in this exciting new chapter!
Excellent!
Very knowledgeable and friendly. Provided sound advice regarding complicated financial planning questions
Thank you!
Thank you for the kind review! I’m glad I could help provide clarity on your financial planning questions. I appreciate you taking the time to share your experience.
Chris has been great in offering investment adv...
Chris has been great in offering investment advice, budgetary advice and, in my case, handling estate planning.
Thank You, Rhonda!
Thank you for the kind words, Rhonda! I’m glad I’ve been able to help with your financial planning and appreciate you taking the time to share your experience.
Great Plan and Roadmap!
Chris helped to create an very understandable plan, helped to prioritize the order of importance, and gave us a roadmap to follow that gives us confidence in being able to manage our investments and withdrawal strategies ourselves.
Thank You, Eric!
Thank you, Eric! I really appreciate your kind words. It was a pleasure working with you, and I’m glad the plan provided a clear roadmap and the confidence to manage your investments and withdrawal strategy going forward.
Recommend Chris Reddick
Chris understood my concerns & answered my questions. He created a plan, detailed & in order of importance that I can follow.
Thank You for Your Review
Thank you for the kind review. I’m glad the financial plan provided clear, actionable steps and helped address your questions and concerns. I appreciate the opportunity to work with you.
He was great. We would like to ask more questi...
He was great. We would like to ask more questions
Thanks for the review.
I appreciate your feedback.
Chris is very knowledgeable and informative. Ou...
Chris is very knowledgeable and informative. Our meetings together via Zoom helped give me have better clarity and direction as I enter into retirement. These meetings helped me feel more secure in my financial position and I'm looking forward to book again for follow up meetings in the next year.
Thank You, David!
Thank you, David! I’m glad our meetings helped provide greater clarity and confidence as you move into retirement. I appreciate your kind words and look forward to working with you again in the future.
Professional and kind
Chris' communication style works for both the novice and more experienced partners. His explanations and directions were easy to follow. He was thorough and timely, keeping the conversation moving forward while respecting our time. Seemed very knowledgeable and interested in our plans.
Thank You for Your Feedback
Thank you for the thoughtful review. I’m glad you found our conversations clear, thorough, and helpful. I appreciate the opportunity to work with you and help you move forward with your financial plans.
Chris was easy to speak with. He took the time ...
Chris was easy to speak with. He took the time to learn our goals and explained financial strategies to help us achieve them.
Thank you, Sharon!
Thank you, Sharon! I appreciate you taking the time to share your experience. It was a pleasure working with you and helping you develop strategies around your financial goals.
Feeling more confident
I appreciated the thoughtful approach with Chris as we evaluated the different scenarios related to my retirement timing. The software he uses is impressive as you can easily change an input and clearly see what has changed and what the tax implications may be. I came away feeling better and more confident in my retirement plan!
Thank You, Heidi!
Thank you, Heidi! I’m glad our work together helped you feel more confident about your retirement plan. It was a pleasure working through the different retirement and tax scenarios with you and helping you see how the various choices could affect your plan. I really appreciate you taking the time to share your experience.
Frequently Asked Questions
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.