Brandon Grundy (CFP®)

Brandon Grundy focuses in the
following client markets or areas of practice:

Hourly

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Retirement Plan Investment Advice

Socially Responsible Investments

Tax Planning

Additional Information

Brandon Grundy is the founder and Principal of Ridgeview Financial Planning. He has over ten years of experience within the financial services industry, managing investments for clients and helping them plan their financial future. During this time he has worked for brokerage firms, conducted workshops, and worked with a variety of clients. Brandon has a passion for planning and investment management and felt compelled to start Ridgeview Financial Planning after growing frustrated with the state of the financial services industry. The balance had shifted too far away from clients so Brandon decided to do something about it.

FAMILY & PERSONAL

Brandon is very happily married (15 years) and a father of two beautiful children. When not spending time with his family he enjoys being outdoors, playing music, and distance running. Brandon is an ultra marathon runner and has completed events up to 100K, with aspirations for longer distances. But after all his running, Brandon's funnest event yet was a local 10K with his wife and kids.

EDUCATION

Brandon also has a passion for education and strives to continually learn and improve himself. He has earned a BS/Finance and holds the following securities licenses: 63 & 65. He has held the Series 6, 7, 9, 10, and California insurance license.

Brandon is a NAPFA-Registered Financial Advisor and a Certified Financial Planner®. CFP® professionals earn this industry-leading designation by completing education and testing requirements, as well as ongoing requirements for continuing education. CFPs also adhere to a Code of Conduct and a Code of Ethics (see below).