Courtney Ranstrom (CFP®, MBA)
Courtney Ranstrom focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
Planning Specialties
One of the questions Courtney asks herself and her clients – what does wealth mean to you? In many cases, wealth has nothing to do with money but with how we find fulfillment in our lives. Courtney does not believe in imposing arbitrary standards of wealth onto her clients. Rather, she wants her clients to understand what wealth means to them and how they can achieve their version of wealth. Her conversations with her clients are not just about money, they are about building a financial life plan tailored to each client’s values, resources, and ongoing life goals.
Courtney has been working in the wealth management industry since 2009 and is a Certified Financial Planner®. Prior to that, she worked as an internal auditor in both government and a publicly-traded company. She received a Master in Business Administration from Willamette University in 2005.
Additional Information
Courtney lives in Portland, Oregon, with her husband, daughter, and two Cardigan Corgis. When not working, you can find her reading books and watching Kung Fu Panda with her toddler, walking around their Central Eastside neighborhood, drinking coffee, and eating dark chocolate.
NAPFA Start Date
August 17, 2017
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