Welcome to Ridgeview Financial Planning, a full service private financial planning and investment management firm serving clients in Santa Rosa, Sonoma County, throughout California and beyond. I built this firm to serve your needs, in a no-conflict straightforward way by working only for clients.
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.
I look forward to hearing from you.
- Brandon Grundy CFP®, Principal
We believe in the benefits of planning. Whether it's retirement, questions about investing and the markets, or how to fund your child's college education, the answers come from proper planning.
Asset allocation. Risk management. Controlling quality and costs. Rebalancing. These are some of the areas we’ll focus on to help you achieve your goals.
Bringing institutional methods and customization to your personal portfolio.
Fiduciary principles, transparency, accountability and competency help guide our work for you.