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 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 wealth builders and acccumulators plan for a secure retirement
  • Helping corporate and tech professioals demystify and manage the complexities of incentive stock 

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.  My latest book, Money with Purpose: How to Overcome Your Mental Money Barriers, Make an Impact, and Life the Live of your Dreams was recently published by Wisdom Editions. 

NAPFA Start Date

August 14, 2017

This Office

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

Other Offices

323 W 48th St Minneapolis, MN 55419-5511 Phone: (612) 817-1085