Russell Kroeger, CFP®, EA, Launched Paradigm Wealth Architects to help clients align their financial resources with the life they want to experience. After graduating with a B.S in Finance from Virginia Tech’s Certified Financial Planning™ program, Russell learned his craft at several leading financial planning firms while responsible for more than 150 client relationships and over $200,000,000 of investible assets. Russell then developed his tax expertise as a Tax Manager for a CPA firm that specializes in equity compensation strategies for tech professionals.
In addition to serving clients through Paradigm Wealth, Russell is a member of the Research and Education Task Force for Money Quotient (a non-profit that helps Financial Planners better serve their clients), speaks at conferences across the country on how to serve young professionals and enhance the impact of financial planning service offerings, and engages financial planning firms as a consultant to implement the strategies addressed in his research, writing, and presentations. To learn more about Russell’s experience, you can check out his LinkedIn
Russell’s vision of subjective well-being involves an active and healthy lifestyle, reading, and learning new things. He unplugs by relaxing in San Francisco’s parks, camping, hiking, traveling and experiencing different cultures, and by spending time with his partner, friends, and family.