Ridgeview Financial Planning respects the privacy of all clients and prospective clients (collectively termed "customers"), both past and present. It is recognized that you have entrusted our firm with nonpublic personal information and it is important that both access persons and customers are aware of firm policy concerning what may be done with that information.

We collect personal information about customers from the following sources:
• Information clients provide to complete their financial plan or investment recommendation
• Information clients provide in engagement agreements, account applications, and other documents completed in connection with the opening and maintenance of their accounts
• Information customers provide verbally
• Information received from service providers, such as custodians, about client transactions

Our firm does not disclose nonpublic personal information about our customers to anyone, except in the following circumstances:
• When required to provide services our clients have requested
• When our customers have specifically authorized us to do so
• When required during the course of a firm assessment (i.e., independent audit)
• When permitted or required by law (i.e., periodic regulatory examination)

Within our firm, access to customer information is restricted to personnel that need to know that information. All access persons and service providers understand that everything handled in firm offices are confidential and they are instructed to not discuss customer information with someone else that may request information about an account unless they are specifically authorized in writing by the customer to do so. This includes, for example, providing information about a spouse's IRA account or to adult children about parents' accounts, etc.

To ensure security and confidentiality, our firm maintains physical, electronic, and procedural safeguards to protect the privacy of customer information.

We will provide you with its privacy policy on an annual basis per federal law and at any time, in advance, if firm privacy policies are expected to change.

Contact us at:
Ridgeview Financial Planning
1955 Cleveland Ave Suite 206
Santa Rosa, CA 95401

(707) 235-1662
www.ridgeviewfp.com

WEBSITE CONTENT

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Ridgeview Financial Planning unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.

LINKS TO 3rd PARTY WEBSITES

Our web site offers links to a variety of sites maintained by third parties. If you choose to access these sites, you will be leaving the Ridgeview Financial Planning web site. These sites are managed by unaffiliated organizations that do not have a business relationship with Ridgeview Financial Planning.

These links are only offered for use at your own discretion.

Ridgeview Financial Planning does not provide, and is not responsible for, the product, service, or overall website content available on third‐party sites. By providing links to these sites Ridgeview Financial Planning is not promoting, approving or endorsing either the content of the sites or any product or service offered by the sites' sponsors. Our privacy polices do not apply to linked websites. You should consult the privacy disclosures on each third party site for further information. Third party web sites may provide different security features than the Ridgeview Financial Planning web site.

REGISTRATION INFORMATION

Advisory services are offered through Ridgeview Financial Planning; an investment advisor firm domiciled in the State of California. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.

Welcome to Ridgeview Financial Planning, a full service private financial planning and investment management firm serving clients all over the country.

I built this firm to serve your needs in a no-conflict straightforward way. We only work for you. There are no third parties to get in the way.

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

• Planning

  Your financial life isn’t limited to investing, and neither should your advice be.

• Transitions

  Helping you manage the financial events throughout your life and your business.

• Design

  Bringing institutional methods and customization to your personal portfolio. 

• Management

  Fiduciary principles, transparency, accountability and competency help guide our work for you.

Contact Us

1955 Cleveland Ave Suite 203
Santa Rosa, CA 95401

Office: (707) 800-6050
Email Address: This email address is being protected from spambots. You need JavaScript enabled to view it.

Complimentary "Get Acquainted" Meeting