Chad Rudy, CFP

Fee-Only, Fiduciary, Focused on You

Chad Rudy is a CERTIFIED FINANCIAL PLANNER® professional and Executive Vice President of Retirement Investment Advisors, Inc. With over 15 years of experience, he provides comprehensive financial planning services to individuals and families seeking to achieve their financial goals. Chad's expertise covers retirement planning, investment management, tax strategies, education funding, and estate planning. His diverse background, including roles at Fortune 100 companies and experience as a business owner, gives him a unique perspective to help his clients achieve their personal financial goals.

Professional Designations & Affiliations

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Education

UNIVERSITY OF OKLAHOMA

Bachelor of Business Administration
Majors in Finance and Management Information Systems

RICE UNIVERSITY

Master of Business Administration
Jones Graduate School of Business

RICE UNIVERSITY

CERTIFIED FINANCIAL PLANNER™
Certification Education Program

Community Service

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

Civic

  • Leadership Frisco Class 14

  • Frisco Highlands Office Park
President

  • Cobb Hill Homeowners Association
Treasurer

  • North Dallas Business Associates
President

  • Frisco Chamber of Commerce

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

Contact me for a complimentary review of your financial goals and plan