Founder and financial planner,
Paradigm Wealth Architects
- Worked his way through college doing manual labor.
- Former basketball and soccer player.
- "I have no self-control around candy."
Russell Kroeger learned a hard lesson at age 16, when his father died of cancer and left the family without a financial plan — or any money to speak of. He grew up in Appalachia, where his family was involved in “taking care of people who didn’t have much.”
Both of his parents were college-educated and worked multiple jobs to support the family.
These days, Mr. Kroeger’s goals center on educating people around the philosophy of money and smart financial behavior.
“I want to make financial planning accessible,” especially to those who traditionally have been underserved, he said.
After studying financial planning at Virginia Tech, he finished a 26-month financial planning residency through the Financial Planning Association. Mr. Kroeger then founded Paradigm Wealth Architects, which is housed in a co-working space in San Francisco.
“I launched Paradigm Wealth because the traditional financial planning service offering doesn’t support the needs of most young professionals or other nontraditional clients,” he said.
Mr. Kroeger is pursuing a master’s in advanced financial planning at Golden Gate University. He is director of advocacy for the San Francisco chapter of FPA, and is on the Research and Education Task Force for Money Quotient.
Last year Mr. Kroeger published an article, “Serving Millennial Clients with a 3-Step Model,” in the Journal of Financial Planning.
“I knew I found my calling when I realized the financial planning profession is dedicated to helping people organize their financial resources to explore possibilities and impact the world,” he said.
— Dan Smith