"It's all about empowering people with the right financial tools before they have wealth."


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In this episode, I head to SF's Financial District to meet up with Russell Kroeger, Partner and Financial Planner at Upstart Wealth Management.

Russell talks about his uncommon approach for growth, advising clients, and with a large Silicon Valley client base, he also discusses the impact of fintech and what still needs to improve.

Connect with Russell and learn more about Upstart Wealth Management.



About The Human Advisor

Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship.

The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.

Watch more episodes.

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