Morgan Ranstrom
Family CFO | CFA, CFP®, CEPA® | Author of ‘Money With Purpose’ | Helping Entrepreneurs and Purpose Driven Families Build Legacy
- Role
- Co-founder & Lead Financial Planner at Trailhead Planners, Llc
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Morgan Ranstrom
Growing up in a family business and spending the first ten years of my career working alongside my dad, I\'ve experienced firsthand the delicate balance entrepreneurs face between business success and family well-being. This journey, including navigating a business exit and starting ventures of my own, shaped my approach to wealth management.Today, as a CFA® Charterholder, Certified Financial Planner®, and Certified Exit Planning Advisor™, I help entrepreneurs and legacy-focused families do wealth on purpose. We\'ve built a comprehensive virtual family office that coordinates tax planning, investment management, and business advisory services – exactly the kind of integrated support I wish my father had had during his entrepreneurial journey.I\'m the author of \"Money with Purpose: Receive the Dividends of an Undivided Financial Life\"(Wisdom Editions 2019), where I share insights on building meaningful wealth while preserving what matters most.Beyond finance, I\'m a musician with two studio albums (available on Spotify and iTunes), and I\'ve worked, studied, and traveled throughout Central and South America. You\'ll often find me exploring Minneapolis\'s beautiful lakes and Minnehaha Parkway with my family.
Experience
Co-founder & Lead Financial Planner
Jul 2016 — Present · Minneapolis, MN, US
Morgan Ranstrom, Certified Financial Planner™, CFA® Charterholder, and Registered Life Planner™, is the co-founder of Trailhead Planners, a Minneapolis and Portland- based financial planning and investment management firm. Morgan and the entire trail-tested team at Trailhead Planners, collaborate with aspirational individuals to help develop, execute, and realize their vision of financial freedom. Our Trailhead Guided Wealth Management Service supports clients through life’s many transitions while helping them summit all their financial peaks.
Education
Gustavus Adolphus College
Bachelor of Arts (B.A.), Theology/Theological Studies
2003 — 2007
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