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Chris Reddick, CFP®, PhD, EA

Chris Reddick, CFP®, PhD, EA

Financial Planner

The Hour

  • Ask a financial advisor anything about investing in one hour
  • No commissions, products, or sales pitch
$250one time
Next Available: 8/31/2026 1:00 PM
View Availability

The Plan

  • An 8 week program to achieve a strategic plan for your financial life
  • Get an 8+ page financial plan
  • $0 due now, pay after your 1st meeting
$3,000one time
Next Available: August 2026

The Ongoing

  • Ongoing support and accountability when you need it
  • Quarterly video calls & unlimited emails
  • Annual 2 page financial checkup
$200/ month
(billed $600 every three months)
2/6 spots available!
Which service is right for me?

About Chris

7
years of experience
743
The Hour meetings
31
The Plan engagements
4.91
average review

Bio

Hi, I’m Chris! With nearly 25 years as an educator behind me, I found that my love for teaching naturally evolved into helping people understand their finances. My mission is simple: to help you understand your finances, feel inspired to take action, and make real progress toward your goals. Whether you’re dreaming of launching your own business or aiming for financial independence, I’m here to support and encourage you every step of the way. I specialize in retirement planning, investments, and tax planning, especially for educators and public service professionals like you. I’d love to hear your story, learn about your financial journey, and explore how we can work together, whether through hourly advice, a comprehensive financial plan, or a long-term advisory relationship, to move you closer to your dreams.

I Can Help You With

401k rollover
Budgeting
Debt management
Getting started with investing
Investing for kids
Portfolio review
Real estate
Roth conversions
Social security
Tax planning

I Enjoy Working With

Business owners
Families with children
Government employees
Healthcare professionals
Military/Veterans
Pre-Retirees
Public service professionals
Retirees
Teachers & educators
Tech employees

Personal Stuff

I live in beautiful San Antonio, TX, where I enjoy spending time with my two amazing daughters, Abby and Rachel, and our lovable boxer/bulldog mix, Augie. My wife, Cathy, and I love making family memories together—whether it’s watching movies, exploring new ideas, or just enjoying a quiet evening at home. I’m always up for a good book, a great film, or learning something new! The photo below is of my wonderful family—Rachel, Cathy, and Abby—who inspire me every day.

Education & Designations

Tax Planning Certified Professional
Retirement Income Certified Professional
Certified Financial Planner ®
Enrolled Agent
University of Guelph
MBA
University of Sheffield Ph.D.
Political Science & Government

Experience

Chris Reddick Financial Planning, LLC
Financial Planner and Owner
2019 – Present
University of Texas at San Antonio
Professor
2001 – Present
Tax Preparer
2022 – Present

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Frequently Asked Questions

You can ask anything related to investing or personal finance! We are here to help you put your money in the right places so you can reach your financial goals.

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.

Yes, you can reschedule or cancel up to 24 hours before your appointment. Just click the reschedule link in your confirmation email or in your Nectarine account.

Yes, the meeting can be recorded for your records and made available in your Nectarine account shortly after your meeting. You can request for the recording to be turned off at any time or message us or your advisor before your meeting to request that the recording is never turned on. You can also request for the recording to be permanently deleted at any time.

We are confident that you will have a great experience, but if it did not meet your expectations just let us know & we'll refund 100% of your money. We're trying to make you rich, not sell you junk!
The endorsements displayed on this Website have been provided by clients who have completed an engagement with an Advisor. No compensation was paid for any endorsement and the endorsements may not necessarily be representative of all Nectarine experiences.
Chris Reddick, CFP®, PhD, EA — Fiduciary Financial Advisor | Nectarine