Morgan Ranstrom, CFA, CFP®

Morgan Ranstrom, CFA, CFP®

Morgan Ranstrom is a musician, a writer, a fee-only financial planner, and a co-founder of Trailhead Planners, LLC. After years in the wealth management industry engaging with clients, family, and friends alike he realized that traditional financial planning doesn't go far enough. Personal finance isn’t just about a number or a few financial goals, it’s about aligning your money with your core values and deepest held aspirations so that you may truly live your best life. Achieving that end with his clients, and in in his own life, is exactly what led him to co-found Trailhead Planners, LLC. 

Morgan is a CFA® charterholder,a Certified Financial Planner™, and a Registered Life Planner via the Kinder Institute of Life Planning.  He’s released two studio albums of his own music (Spotify, iTunes) and is currently writing a book on how we can develop a more positive and purposeful relationship with money.  He loves living and working 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.