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
- Pension Planning
- Social Security Planning
- Estate Planning
- College Planning
- Insurance Planning
- Knowledgeable
- Approachable
- Patient
- Thoughtful
- Clear
- Practical
- Objective
- Friendly
- Easygoing
- Professional
- Attentive
- Reassuring
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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.
Helpful, Knowledgeable, and Easy to Work With
I had a great experience meeting with Chris. He was knowledgeable, helpful, and very easy to talk to. He made sure we covered everything on my list of questions and concerns and took the time to explain things clearly. I really appreciated his kind and relaxed approach. I would definitely recommend Chris to others and would be happy to meet with him again for any follow-up or future financial planning needs.
Thank You, Robert!
Thank you, Robert! I really appreciate your kind words. I’m glad our meeting was helpful and that we were able to cover all of your questions and concerns. It was a pleasure working with you, and I’d be happy to help with any future financial planning needs.
Knowledgeable and explained things well.
Knowledgeable and explained things well.
Thanks for your review.
I appreciate your kind comments. I look forward to working with you again.
Great first meeting
Chris, had some great information and ideas on how he can help us in our upcoming retirement years and the future.
Thank You, Chris!
Thank you for the kind review, Chris! I enjoyed meeting with you and Wendy, and I look forward to working together as you plan for retirement and the years ahead.
Happy I lucked up and picked him first.
I’ve called a few CFPs and eight tax people. None knew all the answers. Chris knew everything I needed. Ironically, as I would think of another question, Chris would bring up before I could ask. As opposed to someone that only answered the info you gave them, Chris was looking 20 years down the road which would tell me what I needed to do today. Which is exactly what I was looking for, for over a year. I will definitely be making another appointment with him in a couple months to end the year…….. properly.
Thank You for the Wonderful Review!
Blair, thank you so much for the thoughtful review! I’m glad our meeting helped you look beyond the immediate questions and think about how today’s decisions can affect your financial future. I really appreciate your trust and look forward to working with you again later this year.
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.