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.
PROFESSIONAL DESIGNATIONS & AFFILIATIONS
Click logos to view details
.png){kind=logo}
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