Chad Rudy is a CERTIFIED FINANCIAL PLANNER® professional and serves as Executive Vice President for Retirement Investment Advisors, Inc. in Frisco, Texas. As a fee-only fiduciary, and independent financial advisor, Chad provides unbiased, trustworthy guidance. Since 2009, he has helped individuals and families achieve their financial goals through services that include investment planning, tax strategies, retirement planning, estate planning, and more.
Chad’s professional experience is supported by a strong educational foundation, including an MBA from the Jones School of Business at Rice University and a BBA in finance and management information systems from the University of Oklahoma. Before beginning his financial advisory career, Chad worked for Fortune 100 companies Exxon and Compaq, served as Director of Houston’s 11th largest private company, and spent eight years as owner of a software company.
He is also a Registered Social Security Analyst® and is active in several professional organizations, including the National Association of Personal Financial Advisors, the Financial Planning Association – DFW Chapter, and the Fee-Only Network.
Beyond his professional work, Chad has a long history of community involvement. He currently serves on the Frisco Chamber of Commerce Board and is a graduate of Leadership Frisco Class 14. From 2015 to 2022, he served on the Frisco Independent School District Board of Trustees, including two years as Board President. He has also served as President of the Frisco Sunrise Rotary and volunteered with programs such as Mindbender Academy, the Young Entrepreneur Academy, and as a youth basketball coach.
Chad lives in Frisco with his wife, Amy, and their three daughters.
