Russell Kroeger, CFP®

Financial Planning Resident

2015-01-21 RK HeadshotRussell Kroeger, CFP®, a spring 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, 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 passed the CFP® Exam in July of 2014 and officially earned his CFP® Certification in spring 2015. Russell is looking forward to continuing his involvement with the FPA and is excited to build relationships with new friends on the west coast.

Outside of the office, Russell enjoys staying active and healthy, exploring and experiencing different cultures (especially food!), 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 and to help them achieve their Live Big® goals.

Current Update: Russell has been enjoying all the local festivals and street fairs San Francisco has to offer. His mom is going to be visiting for 10 days in June so he will have an excuse to revisit his favorite neighborhoods and restaurants. He is also looking forward to celebrating his first 4th of July in the city.


“Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure. It is our light, not our darkness that most frightens us. We ask ourselves, Who am I to be brilliant, gorgeous, talented, fabulous? Actually, who are you not to be? Your playing small does not serve the world. There is nothing enlightened about shrinking so that others won't feel insecure around you. We are all meant to shine. And as we let our own light shine, we unconsciously give others permission to do the same. As we are liberated from our own fear, our presence automatically liberates others.” ~Marianne Williamson