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Mini morgan ranstrom cfa cfp
Trailhead Planners
Minneapolis, MN

Morgan Ranstrom

CFA®, CFP®
Tax-Focused & Life-Centered Financial Planning
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Meet Morgan

Introduction - Morgan Ranstrom
Introduction - Morgan Ranstrom
Tax Efficient Charitable Giving - Morgan Ranstrom
Tax Efficient Charitable Giving - Morgan Ranstrom
Why Fee-Only, Comprehensive Financial Planning? - Morgan Ranstrom
Why Fee-Only, Comprehensive Financial Planning? - Morgan Ranstrom
Video Transcripts

Morgan Ranstrom, co-founder and fee-only financial planner at Trailhead Planners, is like a mapmaker for your finances. Morgan helps you assess your current financial situation, plan your destination, and chart the surest path forward, mindful of any pitfalls that may lay along the road. Next, Morgan, and the entire team of experts at Trailhead Planners, act as your guides and full-service support staff to help you implement every aspect of…

Morgan Ranstrom, co-founder and fee-only financial planner at Trailhead Planners, is like a mapmaker for your finances. Morgan helps you assess your current financial situation, plan your destination, and chart the surest path forward, mindful of any pitfalls that may lay along the road. Next, Morgan, and the entire team of experts at Trailhead Planners, act as your guides and full-service support staff to help you implement every aspect of your financial plan, confront any obstacles or opportunities that arise along the way, and, ultimately, achieve your goals.

Morgan is a CFA® charterholder and a Certified Financial Planner™ professional. He has released two studio albums of his own music (Spotify, iTunes) and is currently writing a book titled Money with Purpose: Overcome your mental money barriers, make an impact, and achieve the life of your dreams. Morgan loves to travel and has worked, studied in, or traveled through most of the countries in Central and South America. He enjoys living in Minneapolis, MN, and can often be found on long walks with his family along the Minnehaha Parkway or around one of our many beautiful Minneapolis lakes.


Services offered

Investment Management
Financial Planning
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Estate Planning
Socially Responsible Investing
Employer Sponsored Retirement Plans

Experience with

Small business owners
Medical professionals
Business executives
Entrepreneurs

Fee structure

Based on % of assets
Flat Fee/Retainer

Certifications and licenses

CFA® - Chartered Financial Analyst®
CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

NAPFA - National Association of Personal Financial Advisors
FPA - Financial Planning Association
CFA Institute - Chartered Financial Analyst Institute

Education

BA - Gustavus Adolphus College
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