Russell Kroeger, CFP®
Financial Planning Resident
Russell Kroeger, CFP®, a May 2013 graduate of Virginia Tech’s CFP® Certification Education Track, traveled 2,750 miles across the United States to join our Residency Program. After working for a North Carolina financial planning firm for 18 months, Russell and his girlfriend decided to embark on a journey to experience the lifestyle of San Francisco. At Virginia Tech, Russell was involved in the FPA student chapter where he served as VP of Membership, was on Virginia Tech’s team that placed 2nd in FPA’s 2012 Financial Planning Challenge, and was an active member and officer in Delta Sigma Pi. Russell was also privileged to have spent a semester studying in Riva San Vitale, Switzerland and traveling throughout Europe.
Since graduating, Russell has been focusing on building his foundation of knowledge in an effort to add value to clients and the Financial Planning profession. He hit a milestone in his professional development track when he officially earned his CFP® Certification in May 2015. He is also a graduate of FPA’s Residency Program, has completed Money Quotient’s “Fundamentals of Financial Life Planning” training course, and is currently pursuing an M.S. in Financial Planning and Taxation at Golden Gate University. Russell is continuing his active involvement with the FPA as the 2016 Co-Director of San Francisco’s NexGen committee, and is excited to build relationships with new friends on the west coast.
Outside of the office Russell maintains an active and healthy lifestyle, enjoys reading and learning new things, traveling and experiencing different cultures, and spending time with friends and family.
Client Focus: As a Financial Planning Resident, Russell works with the rest of the Financial Planning Team to ensure that clients’ financial planning needs are met to help them achieve their Live Big® goals.
Current Update: Finding it hard to believe that it is already 2017, Russell is focused on maximizing, what will likely be, his last full calendar year in San Francisco. To be sure he is prepared to explore any opportunities that pique his interest, Russell’s apartment has been taken over by “Live Big” lists for Personal and Professional Development goals, as well as travel and experiential goals.