Morgan Ranstrom (CFA, CFP®, RLP)
Morgan Ranstrom focuses in the
following client markets or areas of practice:
- Charitable Giving
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Tax Planning
- Charitable Giving
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- 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 retirement. 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 you plan and transition into a secure retirement with confidence
- Creating a lifetime income plan for your retirement
- Assessing opportunities to lower your lifetime tax bill
- Coordinating your investment strategy with your retirement goals
Additional Information
Morgan is a CFA® charterholder, a Certified Financial Planner™ professional, and the author of "Money with Purpose: Receive the Dividends of an Undivided Financial Life," 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 two kids, Alba and Hugo, love living in Minneapolis, MN, and they can often be found paddle boarding on Lake Nokomis, 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 Morgan's latest book, "Money with Purpose."
NAPFA Start Date
August 14, 2017
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