Morgan Ranstrom (CFA®, CFP®, RLP)

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

  • Business Owners
  • Charitable Giving
  • Corporate Executives
  • Entrepreneurs
  • Investment Advice with Ongoing Management
  • Socially Responsible Investments

Planning Specialties

As a fee-only financial planner at Trailhead Planners, Morgan collaborates with successful and on-the-go individuals and families to help develop, execute, and realize their vision of financial freedom.  First, like a mapmaker for your finances, Morgan helps you assess your current financial situation, plan your destination, and chart the surest path forward.  Next, the entire trail-tested 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 achieve your goals.  

 

Additional Information

When not at work, you can find me playing my guitar and singing my songs (available on iTunes and Spotify), walking around the beautiful Minneapolis lakes with my family, or enjoying a good cup of coffee.  I'm currently completing a book titled Money with Purpose: How to Overcome Your Mental Money Barriers, Make an Impact, and Life the Live of your Dreams.  It's set to be released later in 2018.   

NAPFA Start Date

August 14, 2017

This Office

314 NE 19th Ave Portland, OR 97232-2829 Phone: (503) 773-9682

Other Offices

4816 Nicollet Ave Minneapolis, MN 55419-5511 Phone: (503) 773-9682