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Find an Advisor
Become a Member
Application Process
Membership Categories
Membership Standards
Consumers
Financial Planning
What Is Fee-Only Advising
How To Find An Advisor
COVID-19 Resources
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
Partner Solutions
Playbook Series
Mindset Mastery Podcasts
D+I Toolkit
Advisor Magazine
Online Store
AARP BankSafe Program
Member Discounts
Find An Advisor Resources
CE Guidelines
Resource Partner Directory
Practice Foundation
Key Policy Issues
Income Solutions
Education
Virtual Learning
2021 West Symposium
Community
NAPFA Engage
Diversity & Inclusion Initiative
Women's Initiative
Conversation Circles
Serving on the NAPFA Board
Local Study Groups
Get In The Mix
NAPFA Genesis
Speaker Recommendation Form
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
