Brandon Grundy| CFP®
Ridgeview Financial Planning
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Santa Rosa, CA 95401
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Brandon Grundy is a Santa Rosa, CA Fee-Only Financial Planner serving the Sonoma County area. Ridgeview Financial Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Brandon Grundy is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Brandon Grundy is the founder and Principal of Ridgeview Financial Planning. He has over ten years of experience within the financial services industry, managing investments for clients and helping them plan their financial future. During this time he has worked for brokerage firms, conducted workshops, and worked with a variety of clients. Brandon has a passion for planning and investment management and felt compelled to start Ridgeview Financial Planning after growing frustrated with the state of the financial services industry. The balance had shifted too far away from clients so Brandon decided to do something about it.
Brandon is very happily married (15 years) and a father of two beautiful children. When not spending time with his family he enjoys being outdoors, playing music, and distance running. Brandon is an ultra marathon runner and has completed events up to 100K, with aspirations for longer distances. But after all his running, Brandon's funnest event yet was a local 10K with his wife and kids.
Brandon has earned a BS/Finance and holds the following securities licenses: 63 & 65. He has held the Series 6, 7, 9, 10, and California insurance license.
Brandon is a Certified Financial Planner® and a NAPFA-Registered Financial Advisor. CFP® professionals earn this industry-leading designation by completing education and testing requirements, as well as ongoing requirements for continuing education.
Ridgeview Finanical Planning specializes in:
Comprehensive Financial Planning
Investment and Portfolio Management
Ridgeview Financial Planning is, by design, very different from what you might expect from a financial services firm. When you work with me my loyalty is undivided. I work only for you. This might sound simple but it's really profound. I am legally bound by what's called the "fiduciary standard" and wouldn't have it any other way. I firmly believe that investors need sound financial advice uncluttered by the conflicts of interests that are so prevalent today. The best and only way to achieve this is to work with a registered investment advisory firm who is legally held to the highest standard. And that's Ridgeview Financial Planning!
Accountability and transparency. I don't work on commission. I have no products to sell you. No illiquid and confusing "can't lose" investments with all kinds of back-end surprises and strings attached. No divided loyalties where I say I work for you when I really don't. My only goal is to help you achieve yours. I provide financial planning and investment management services to do just that.
Competence and honesty. When you work with me the advice you receive is unconstrained. This means that I pick the most appropriate cost-effective investments for your portfolio, and use the best and most current financial planning practices and software. I don't need to screen investments by which pays me the highest commission. Since I'm not charging you commissions, or getting special kick-backs from mutual fund companies, the advice is pure and provided only with you in mind.
I am passionate about financial planning and investment management. Most people think this is pretty boring stuff, but I love it and am excited to work with you.