Back to Search Favorites List

Kevin Rademacher (CFP®, CRPC®, CTFA)

Kevin Rademacher focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

I primarily work with Business & Government Executives, Retired Military Veterans, Self-Employed Professionals, and Young Professionals.

I am a passionate and independent CERTIFIED FINANCIAL PLANNER™ professional with 20+ years of extensive experience helping select clients navigate their financial life, reduce financial stress and anxiety, build wealth, and attain Financial Peace of Mind.

I build Personalized Financial Plans for every client to address important “Real Life” financial issues including Financial & Retirement Planning, Investments, Income Tax Planning, Executive Benefits & Compensation Planning, Insurance Planning, Social Security & Pension Planning, Multi-Generational Trusts, and Estate Planning.

In addition, I have specialized expertise with Executive Benefits & Compensation Planning for Restricted Stock (RS), Restricted Stock Units (RSUs), Performance Shares (PS), Non-Qualified Stock Options (NQSO), Employee Stock Purchase Plans (ESPP), Non-Qualified Deferred Compensation Plans (NQDC), Net Unrealized Appreciation (NUA), 457(b) "Double-Limit Catch Up" Provisions, and 457(f) Non-Qualified Deferred Compensation Plans.

We provide Financial Peace of Mind. You create Memorable Lifetime Experiences.

Additional Information

Master of Science Degree in Personal Financial Planning

CERTIFIED FINANCIAL PLANNER™ Professional

Chartered Retirement Planning Counselor (CRPC®)

Certified Trust and Fiduciary Advisor (CTFA)

I am actively involved within the local community including the National Association of Personal Financial Advisors (NAPFA) Austin Chapter, previous Board of Directors for the Financial Planning Association (FPA) of San Antonio & South Texas, San Antonio North Chamber Leadership Lab, Pro-Bono Financial Planning in the Austin & San Antonio, TX surrounding areas, active member of Community Bible Church, and I passionately believe in Radical Generosity to increase Economic Empowerment and Financial Independence.

Outside of work, I enjoy creating Memorable Lifetime Experiences and spending quality time with my Family, Friends, Church, Mini Schnauzer Finnegan, Traveling, Fishing, and the Beach. I enjoyed the opportunity to visit 10 different countries, build lifetime relationships with a diverse group of friends from around the world, and I am thankful and grateful to reside in the State of Texas.

NAPFA Start Date

January 27, 2021

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit
Visit Website