Chris Reddick, CFP®, PhD, EA
Financial Planner
The Hour
- Pregúntale a un asesor financiero lo que quieras sobre inversiones en una hora
- Sin comisiones, productos ni discurso de ventas
The Plan
- Un programa de 8 semanas para lograr un plan estratégico de tu vida financiera
- Obtén un plan financiero de más de 8 páginas
- $0 ahora; paga después de tu primera reunión
The Ongoing
- Apoyo continuo y responsabilidad cuando lo necesites
- Videollamadas trimestrales y correos ilimitados
- Revisión financiera anual de 2 páginas
Acerca de Chris
Biografía
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.
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Lo personal
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.
Educación y designaciones
Experiencia
Reseñas
Los clientes dicen
Los reseñadores mencionan
- Retirement Planning
- Tax Planning
- Investment Planning
- Portfolio Management
- Asset Allocation
- Asset Location
- Roth Conversions
- Tax Efficient Investing
- Pension Planning
- Social Security Planning
- Estate Planning
- Insurance Planning
- Knowledgeable
- Friendly
- Approachable
- Patient
- Practical
- Thoughtful
- Thorough
- Clear
- Concise
- Personable
- Down To Earth
- Easygoing
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As a former teacher turned self-employed busine...
As a former teacher turned self-employed business owner, I'd been carrying a nagging feeling for years that I should be doing something with my TRS money and retirement, but I didn't know where to start. In one call, Chris walked me through everything: rolling over my TRS, setting up a Solo 401(k) for my business, building a proper emergency fund, insurance, and even reviewed my tax return to show me where I could improve. He explained things clearly, never made me feel naive for asking basic questions, and gave me a simple, concrete plan I can actually follow. I left feeling confident and in control in the direction I'm headed. Thank you, Chris!
Thank You for Your Kind Words, Katie!
Thank you, Katie, for your thoughtful review! It was a pleasure working with you and helping you navigate your TRS retirement options, Solo 401(k), and overall financial planning. My goal is always to make financial decisions easier to understand and provide clear, actionable guidance. I’m glad you left our meeting feeling confident about your financial future. Wishing you continued success with your business and retirement planning!
Practical and really helpful!
My husband and I loved meeting with Chris. He was down to earth and very practical -- just what we needed. He quickly figured out if and how much of our Roths we should convert, showed us how to do some investing on our own to save brokerage fees, and gave us other sound advice about taxes and more. He gave us homework to do as well. We received a recap of the meeting in case we need to refer back, which I will do. We will meet with him again in a few months. After years of paying thousands in brokerage fees and getting very little practical advice, we were really pleased and felt the flat fee was money well spent.
Thank You for Your Wonderful Review!
Barb, thank you for your thoughtful review! I’m glad you and your husband found our meeting helpful and that the advice was practical and actionable. My goal is to help clients make informed financial decisions, minimize unnecessary fees, and feel confident managing their finances. I look forward to working with you both again!
Recent Chris Reddick experience
Things went very well with Chris, he's very personable and knowledgeable. He created an extensive plan for us, and we may continue with him for ongoing support to make sure we are on track.
Thank You for Your Trust
Thank you, Chris, for your thoughtful review! It was a pleasure working with you and developing your comprehensive financial plan. I’m glad you found the process valuable, and I look forward to the opportunity to continue supporting you as you work toward your financial goals.
Chris is highly knowledgable across a wide vari...
Chris is highly knowledgable across a wide variety of financial topics, helping me get to some important answers in a short amount of time. Thank you Chris!
Chris was knowledgeable and we are happy with t...
Chris was knowledgeable and we are happy with the service. He was helpful and explained everything simple t terms hat made it easier for me and my husband to understand. We will definitely use his service again.
Thank You, June!
Thank you, June, for your kind review! I’m glad I could help you and your husband better understand your financial planning options. I appreciate your trust and look forward to working with you again!
Workable Retirement Plan Delivered
Working with Chris made planning for our retirement completely stress-free. He was incredibly easy to work with, highly collaborative, and broke down complex financial concepts into clear, simple language. The advice we received was tailored exactly to our personal goals. Most importantly, he delivered a realistic, and workable retirement plan that we feel confident executing. We would highly recommend their services to anyone looking to map out their retirement.
Thank You for Your Kind Review!
Kimberly, thank you for your thoughtful review! I’m glad the retirement planning process was straightforward and that you now have a clear, actionable plan tailored to your goals. It was a pleasure working with you, and I wish you all the best as you move toward retirement!
Chris is knowledgeable, friendly, very competen...
Chris is knowledgeable, friendly, very competent and reasonable. I highly recommend him.
Thank You, Richard!
Thank you, Richard! I really appreciate your kind words and recommendation. It was a pleasure working with you, and I’m glad I could help with your financial planning.
FIRE validation and next steps
I've been working on my FIRE plan for about 15 years and never talked to a financial advisor besides the free ones you get at Vanguard / Fidelity, though I always felt like I was talking over their head. I knew from listening to Kent Smetters (Professor at Wharton) podcast that when I needed to, I would find an only fee-only CFP... and seeing that Chris was a professor himself felt like a sign that he was the right guy. Chris was exactly what I needed to help me validate my plan to quit corporate America, and covered all of my questions in the hour allotted which I thought would be challenging to do. There was no salesmanship for more hours, trying to manage all my assets; it was just look at my question, walk me through the answer to the question, and then go on to the next once I fully understood. The hour investment was well worth it for the relief, education, and piece of mind that I am in a good position to stop working the rat race after all these years.
Thank you for the thoughtful review!
Thank you so much for the thoughtful review. I’m glad our meeting gave you the validation and clarity you were looking for as you prepare for this next chapter. It was a pleasure working through your FIRE plan and helping you feel confident about the path forward. Wishing you all the best as you leave the corporate world behind!
Ready to Retire
It was very helpful to discuss my plans to retire within the next two years with Chris. He ran several scenarios to help me understand how successfully I could retire on a modest amount of money. He also offered suggestions on investment options, how to structure my withdrawals, and how to leave an inheritance. We discussed how much money I should keep in cash and how to manage withdrawals while considering the impact on my Affordable Care Act (ACA) health insurance coverage. I appreciated his guidance in helping me better understand my retirement options.
Thank You for Your Review
Thank you for the kind review. I’m glad our discussions and the different retirement scenarios helped you better understand your options and feel more confident about your retirement plan. It was a pleasure working with you, and I wish you all the best as you move toward retirement!
We couldn’t be happier with the advice and serv...
We couldn’t be happier with the advice and services we receive from Chris. It’s so nice to have one person to go to for help and sound advice. In the past, advisors would leave without notice and we would be introduced to their replacement. With Chris, we always know we will be talking to him at the end of the year, or sooner if needed. Chris spent the time to get to know us and he understands our goals and personalities and risk tolerance. His knowledge and understanding of finance is a guiding light as we plan for our future.
Thank You, Tracy!
Thank you so much, Tracy! I really appreciate your kind words and the trust you’ve placed in me. It has been a pleasure getting to know you and helping you plan for your future.
Preguntas frecuentes
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.