Russell Kroeger

CFP®

Fellow

Russell’s unique mastery of tax and equity compensation is tightly integrated with his background in the financial life planning movement. He developed his skillsets working with several high-end financial planning firms and is passionate about helping people make informed decisions by understanding the trade-offs implicit in life’s decisions.

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Recent Posts by this Author

The Continuum of Building Wealth at Startups

Whether building products or building wealth, you need to know where you are before you can figure out the appropriate steps to reach your desired outcome. Like building a great product, you will need to put together a team with the skill sets that will best fit the financial future you want to build. And, like a product, your financial future will constantly evolve as you learn more about what’s possible.

Will You Owe CA Tax After You Leave?

Thinking about leaving CA given the new WFH policies? Find out how long you might still have to pay CA taxes after you leave… (Hint: It could be years!!)

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