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Application Process
Membership Categories
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Consumers
Financial Planning
What Is Fee-Only Advising
How To Find An Advisor
2021 Consumer Survey
Pro-Bono Assistance
Consumer Resources
What Is A NAPFA-Registered Advisor
Fiduciary 101
The State Of Financial Planning In America
FiGuide Blog
Members
My Account
DEI Toolkit
Advisor Magazine
Member Discounts
Online Store
CE Guidelines
Find An Advisor Resources
Resource Partner Directory
Practice Foundation
Key Policy Issues
Income Solutions
Education
Conferences
2021 Spring Conference
2021 Fall Conference
Submit a Proposal
Virtual Learning
Medicare Interactive Pro
AARP BankSafe Program
Mindset Mastery Podcasts
Partner Solutions
Playbook Series
CE Guidelines
Online Store
Community
NAPFA Engage
Congressional Advocacy Day
DEI Initiative
Women's Initiative
Conversation Circles
Serving on the NAPFA Board
Local Study Groups
Get In The Mix
NAPFA Genesis
Industry Partners Marketplace
NAPFA Consumer Education Foundation
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Upstart Wealth Management
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Russell Kroeger, CFP®
NAPFA Associate
Upstart Wealth Management
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This Office
4 Embarcadero Center
Suite 1400
San Francisco, CA 94111
Primary Office
4 Embarcadero Center
Suite 1400
San Francisco, CA 94111
