Kevin S. Rademacher CFP®
I am a passionate and independent CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Planning Counselor (CRPC®) with 20+ years of in-depth experience in Financial Planning. I have a Master of Science degree in Personal Financial Planning from the College for Financial Planning, a Graduate Certificate in Personal Financial Planning from Florida State University, and completed the CFP® Board Adjunct Faculty Teaching Seminar at Columbia University School of Professional Studies. I have provided world-class service, trusted advice, and creative financial solutions to select clients since 2002.
Over 20+ years experience delivering significant value to diverse clients with a variety of financial and retirement planning needs. In addition to wide-ranging financial planning capabilities, Lifetime Financial Planners has specialized expertise navigating the complexities of Executive Compensation plans and unique Tax Planning opportunities including Restricted Stock (RS), Restricted Stock Units (RSUs), Performance Shares (PS), Non-Qualified Stock Options (NQSO), Incentive Stock Options (ISO), 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.
As an active member of the community, I am engaged with the National Association of Personal Financial Advisors (NAPFA) Austin Chapter, served on the Board of Directors for the Financial Planning Association (FPA) of San Antonio & South Texas, participated in the San Antonio Metro Chamber Leadership Lab, provide Pro-Bono financial planning in the Austin, San Antonio, and surrounding areas, and active member of my church. I actively seek ways to impact the local community, and I passionately believe in Radical Generosity to increase Economic Empowerment and Financial Independence.
Outside of work, I enjoy creating memorable lifetime experiences with family, friends, my church, rescue dog, and enjoy traveling, fishing, and going to the beach. I have visited 10 different countries, and built 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.
I look forward to learning your “Real Life Story” to determine if we can collaborate effectively together, identify impactful and meaningful actions to increase your financial security, and help create Financial Peace of Mind.
