Who do you work with?
We partner with professionals and their families in corporate, education, and public service careers in the greater San Antonio area to help them create a comprehensive financial plan and investment management strategy. We also work virtually with clients nationwide. Ideal clients believe in the importance of educating themselves about their finances.
Who is not a good fit for our services?
We’re looking to work with collaborative and intentional individuals who want to be engaged in their financial planning process. Our clients are family-oriented and want their money to reflect their values. Our clients believe in the importance of education and learning to better themselves. We aren’t stock-pickers and believe in sticking to an investment plan over “timing” the market.
Do you have an office?
We don’t have a formal office. With the technology of today we’re able to meet our clients wherever it’s most convenient for them - via phone, email, video conferencing or in person at a mutually agreed upon space.
Are you a CERTIFIED FINANCIAL PLANNER?
Yes. Chris Reddick holds the CFP® Professional designation from the CFP Board. This designation comes from a rigorous certification process and regular continuing education to maintain the CFP® Professional mark.
Do you only work with clients in Texas?
Chris Reddick Financial Planning (CRFP) is virtual in nature which enables us to assist clients in the State of Texas and in other jurisdictions where exempted.
How can I work with you?
Please send me an email or schedule a call and I will be happy to discuss.