Morgan Ranstrom, CFA, CFP®
Morgan Ranstrom, co-founder and fee-only financial planner at Trailhead Planners, 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.
Morgan is a CFA® charterholder and a Certified Financial Planner™ professional. He has released two studio albums of his own music (Spotify, iTunes) and is the author of Money with Purpose: Receive the Dividends of an Undivided Financial Life. Morgan loves to travel and has worked, studied in, or traveled through most of the countries in Central and South America. He enjoys living in Minneapolis, MN, and can often be found on long walks with his family along the Minnehaha Parkway or around one of our many beautiful Minneapolis lakes.