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
- 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
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