Welcome to Ridgeview Financial Planning, a full service private financial planning and investment management firm serving clients virtually all over the country but primarily in Santa Rosa and Sonoma County, California. I believe that it's never been more important for investors to receive financial advice that is clear, actionable, and free of the conflicts of interest that plague the financial services industry.
Providing open proactive communication, education about financial markets, and keeping your costs low, are some of what is most important to me. My mission is to be accountable, transparent, competent, honest, flexible, and passionate in the way I work with clients. We believe in the benefits of planning.
Providing open proactive communication, education about financial markets, and keeping your costs low, are some of what is most important to me. My mission is to be accountable, transparent, competent, honest, flexible, and passionate in the way I work with clients. We believe in the benefits of planning.
Services
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.
Education Planning - Will it be a out-of-state private university or local community college? Insurance Planning - I'll give you the best life, disability, and long-term care insurance advice without pushing products. Coordinating With Your Other Advisors - Shouldn't your tax, legal, and financial advisors all be on the same page?
Financial planning is at the core of the services Ridgeview Financial Planning offers you. So it only makes sense that I work with you to develop an understanding of your goals and your current financial picture before making investment recommendations. This way your investment portfolio has a mission instead of being just a collection of investments.
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.
Ridgeview Financial Planning's typical clients are saving for their future, nearing retirement, or are actively living in retirement, and need help getting their financial house in order. They are seeking ongoing assistance with their investments and value independent advice. Transparency, accountability, and avoiding conflicts of interest are important for my clients.
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