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The State Of Financial Planning In America
Partner Network Consumer Resources
2020 Consumer Survey
FiGuide Blog
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DEI Toolkit
Advisor Magazine
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Member Discounts
Student Resources
NAPFA Learning Center
CE Guidelines
Find An Advisor Resources
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Education
NAPFA Learning Center
Conferences
2023 Large Firm Forum
2023 Spring National Conference
Region Symposiums
DEI Training & Certificate Program
Educational Partners
Submit a Session Proposal or Topic
NAPFA Playbook Series
NAPFA Nation Podcast
Partner Solutions
CE Guidelines
Community
Celebrating NAPFA's 40th Anniversary
NAPFA Engage
Awards
DEI Initiative
Women's Initiative
Conversation Circles
Serving on the NAPFA Board
NAPFA Regions
Local Groups
Get in the Mix
NAPFA Genesis
Career Corner
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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
