Chris Reddick helps professionals in corporate, education, and public service careers with advice-only investment, retirement, and tax planning—offering clear guidance without managing your money for you.

Want financial independence? I teach you how to get there. I'll help you master your money—from clarifying your current state to building and implementing a solid plan. Learn to manage investments, cut fees, boost cash flow, and leverage your pension and union benefits (CalSTRS, UCRP, MPIHP expertise here). I'm your advisor, paid monthly, no strings attached. Let's talk about your financial goals.

Growing up without much understanding of money management, I developed a passion for finances after navigating my own financial hiccups early in my career. I thoroughly enjoy assisting others with achieving their financial goals. I have two years of tax preparation experience, participate in the Annual Filing Season Program and have over a decade of experience in financial planning, counseling, and education with individuals from all walks of life. I pride myself on being a lifetime learner and hold specialty financial designations in military finance, tax and special needs planning. As an hourly, advice-only planner, I provide impartial guidance, create financial plans, and offer support to DIY investors without managing any investment assets—meaning there's no minimum asset requirement to work with me. I work completely virtual, and can work with anyone in the United States.

I became a planner as a post-corporate passion career to help working professionals keep more of their money and reach financial independence faster.

I serve clients by providing flat-fee and hourly financial advice on things like reducing their tax bill, investing smarter, and creating retirement income.

It is time to get your financial house in order. As an advice-only hourly planner, I help women become more knowledgeable and engaged in their financial lives.

Values-driven CFP® helping you align money with life—let’s navigate this late-capitalist hellscape together 🔥

I specialize in serving First Generation Wealth Builders who want to change their financial family trees, as well as progressive professionals and investors who want to not only achieve financial security and independence for themselves, but want to support their communities in meaningful ways and leave the world better than they found it.

I'm a former CFO, COO, and Fortune 50 strategy executive, who helps DIY Investors confidently take control of their financial future.