Brandon Grundy
CFP®
Ridgeview Financial Planning
Financial Advisor
Brandon Grundy
CFP®
Ridgeview Financial Planning
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brandon Grundy, CFP®
Fee-Only Financial Planner serving Santa Rosa, Sonoma County, and beyond via virtual services.
Brandon Grundy is a Santa Rosa, CA fee-only financial planner serving Sonoma County and beyond via virtual services. Ridgeview Financial Planning provides comprehensive and objective financial planning, investment management and tax planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Brandon Grundy is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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.
Brandon Grundy is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Ridgeview Finanical Planning specializes in:
Comprehensive Financial Planning
Investment and Portfolio Management
Tax Planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Brandon Grundy is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Brandon Grundy is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Brandon Grundy
Office Locations:
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1955 Cleveland Ave
Suite 206
Santa Rosa, CA 95401
