Christopher G. Reddick
CHRIS REDDICK FINANCIAL PLANNING
San Antonio, TX
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CRD#: 7129963
Professional summary
Christopher George Reddick, CFP®, who also goes by Chris Reddick, Christopher Reddick, is a registered financial advisor currently at CHRIS REDDICK FINANCIAL PLANNING located in San Antonio, Texas and NECTARINE located in San Antonio, Texas.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Christopher has worked at 4 firms .
Biography
Hello, my name is Chris Reddick. I am a Financial Planner and Owner of Chris Reddick Financial Planning, LLC. My firm specializes in investment management, retirement planning, and financial planning for professionals in corporate, education, and public service careers. I am a CERTIFIED FINANCIAL PLANNERTM professional which is the highest standard for personal financial planning in the industry.
I am a goal-based financial planner. We establish goals together, track progress in accomplishing your goals, and celebrate your wins. 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 the year 2000, I moved to the U.S. to begin my university teaching career at Murray State University in Kentucky. Currently, 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. 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 currently work as a personal financial counselor with Zeiders Enterprises, which serves the active-duty military. Also, I am on the Board of Directors for the San Antonio Financial Planning Association and serve on the pro bono committee.
My wife Cathy and I have two children, Rachel and Abigail. I love to spend time with my children, watch movies, and travel.
Question & Answer
What are your service offerings?
Tax Planning
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Corporate Executives
Federal Employees
Fixed Fee (Subscription, Retai...
Generation X
Retirement Plan Investment Adv...
Are you a "fiduciary"?
Yes
Aliases
Chris Reddick | Christopher Reddick
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Chris Reddick Financial Planning, LLC, Investment Related, San Antonio, TX, Financial Planner, Hours 48 per month; Start date 05/2019; Principal and CCO 2. Nectarine Financial, Inc, Investment Related, San Antonio, Financial Advisor,10 Hours per month; Start date 04/2024 3. SmartPath, Inc.; 2451 Cumberland Pkwy SE, STE 3608, Atlanta, GA 30339; Financial Coach; start: July 2024; approximately 10-20 hours per month (all during securities trading hours); telephonic financial coaching of clients 4. UTSA, Not Investment Related San, Antonio, Professor, 140 hours per month; Start date 09/2001 5. Intuit, Inc, Not Investment Related, San Antonio, Credentialed Tax Expert, 80 hours during tax season only 4 months; Start date 09/2023
CRS (Client Relationship Summary) - RIA
Click below to view Christopher George Reddick's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2018
Experience
Current
July 11, 2019 - Present
CHRIS REDDICK FINANCIAL PLANNING
RIA
CRD#: 304542
San Antonio, TX
Current
April 10, 2024 - Present
NECTARINE
RIA
CRD#: 327155
San Antonio, TX
Current
July 9, 2024 - Present
SMARTPATH ADVISORS
RIA
CRD#: 304563
San Antonio, TX
Past
June 24, 2021 - June 19, 2024
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
SAN ANTONIO, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(7/11/2019)
Exams
Current Firm
CHRIS REDDICK FINANCIAL PLANNING
CHRIS REDDICK FINANCIAL PLANNING | CHRIS REDDICK FINANCIAL PLANNING, LLC
CRD#: 304542 / SEC#:
Texas
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Contact information
Main Address
San Antonio, TX
Mailing Address
Phone number
(210) 218-8040
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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