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Become a Member
Application Process
Membership Categories
NAPFA-Registered Financial Advisor
NAPFA Associate
Pathway Member
Academic Affiliate
Student Affiliate
Retired Member
Membership Standards
Consumers
Financial Planning
What Is Fee-Only Advising
How To Find An Advisor
Pro Bono Assistance
Consumer Resources
What Is A NAPFA-Registered Advisor
Fiduciary 101
The State Of Financial Planning In America
FiGuide Blog
Careers
Transitioning To Fee Only
Internships And Mentorships
Opportunities
Member Resources
My Account
Virtual Learning
NAPFA Advisor Magazine
Scholarships
Key Policy Issues
Financial Planning Coalition
Get Involved
Online Store
2020 Playbook Series
2019 Marketing Playbook Series
Practice Foundation
Member Discounts
CE Guidelines
Find An Advisor Resources
Income Solutions
Member Directory
Resource Partner Directory
Upcoming Events
2020 NEMA Symposium Update
2020 Spring Conference Update
Future Conferences
Community
NAPFA Engage
NAPFA Diversity & Inclusion Initiative
Women's Initiative
Serving on the NAPFA Board
Local Study Groups
Get In The Mix
NAPFA Genesis
Speaker Recommendation Form
Advisor Magazine
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
582 Market Street
Suite 808
San Francisco, CA 94104
Phone: (650) 758-7549
Primary Office
582 Market Street
Suite 808
San Francisco, CA 94104
Phone: (650) 758-7549
