Morgan Ranstrom (CFA, CFP®, RLP)

Morgan Ranstrom focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

As a fee-only financial planner at Trailhead Planners, Morgan Ranstrom 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 arise along the road. Morgan is proud to work at a firm that believes in offering holistic, tax-focused, and fiduciary financial advice for wealth-building professionals and retirees without ever selling products.

Our specialties include: 

  • Helping medical professionals pay-off student loans, reduce their tax bill, save approriately, and achieve financial independence
  • Helping retirees enjoy a secure retirement while optimizing income streams and minimizing their lifetime tax bill
  • Helping corporate and tech professionals demystify and manage the complexities of incentive stock 

Additional Information

Morgan is a CFA® charterholder and a Certified Financial Planner™ professional. He has released two studio albums of his own music (available on Spotify and iTunes) and is the author of Money with Purpose: Receive the Dividends of an Undivided Financial Life which was published by Wisdom Editions in 2019. Morgan loves to travel and has worked, studied in, or traveled through most of the countries in Central and South America. Morgan, his wife, Naomi, and their daughter, Alba, love living in Minneapolis, MN and they can often be found walking together along the Minnehaha Parkway, taking day trips up to the North Shore, or cycling around one of our many beautiful Minneapolis lakes.

“All to say, who you are, what you are about, your goals, purpose, fulfillment… these are what matter, and they help us create the signposts of our financial life. Money is not an end in and of itself, nor is it a beginning. It’s a means to an end, an entity we can use to transfer value, fulfill our needs, live our values, and move further into a life of purpose.” ~ from Money with Purpose.

NAPFA Start Date

August 14, 2017

This Office

323 W 48th St Minneapolis, MN 55419-5511 Phone: (503) 773-9682

Other Offices

975 SE Sandy Blvd. Suite 150 Portland, OR 97214 Phone: (503) 773-9682