Russell Kroeger, CFP®
Financial Planning Resident
Russell 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 will satisfy his experience requirements in late 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 is happy to say that he can now retire from his part-time work as he has found a new apartment and will continue his stay in North Beach! He and his girlfriend, Paola, will now be using this “spare time” to explore the Bay area and continue their involvement with local professional organizations. Russell and Paola will also be refining their list of Live Big® goals so they can maximize their life and time on the west coast.