Chris Reddick, CFP®, MBA Chris Reddick Financial Planning, LLC

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About Chris Reddick, CFP®, MBA, EA

Hello, my name is Chris Reddick. I have been a NAPFA-registered fee-only Financial Planner and Chris Reddick Financial Planning, LLC owner since 2019. My firm specializes in advice-only investment, retirement, and financial planning for professionals in corporate, education, and public service careers.

I am a CERTIFIED FINANCIAL PLANNERTM professional, the industry’s highest standard for personal financial planning. Chris also holds the IRS’s Enrolled Agent (EA) elite credential, as evidence of his expertise in tax planning.

I am a goal-based financial planner. We establish goals together, track progress in accomplishing your goals, and celebrate your wins. So, if you are looking for a financial planner that holds you accountable for getting results, I am the one for you!

I was born and raised in Canada and earned an MBA in Business Studies at the University of Guelph. I earned a Ph.D. in Political Science from the University of Sheffield in the United Kingdom.

In 2000, I moved to the U.S. to begin my university teaching career at Murray State University in Kentucky. I am a full professor at the University of Texas at San Antonio and have taught, among other subjects, a graduate-level course in economics since 2001. In addition, I have 11 years of management experience as a department chair and author of numerous books and articles on technology, finance, and other management subjects.

I worked as a personal financial counselor with Zeiders Enterprises, which serves the active-duty military. In addition, I served on the Board of Directors for the San Antonio Financial Planning Association and the pro bono committee.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Advice-Only
  • Educators, Teachers, and Academics
  • Gen X
  • Public Service Employees

Ways Advisor Charges

  • Monthly Fee
  • Hourly

Fee Options

  • Monthly Fee: $125+/mo
  • Hourly Fee: $200+/hr

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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