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Ridgeview Financial Planning

Welcome to Ridgeview Financial Planning, a full service private financial planning and investment management firm serving clients in Santa Rosa, Sonoma County, and throughout California. I built this firm to serve your needs, in a no-conflict straightforward way. The firm is structured as a fee-only Registered Investment Advisory firm 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. 

Please look around my website and give me a call so we can talk about your needs and how I can help.

I look forward to hearing from you. 

- Brandon Grundy CFP®, Principal 

Financial Planning

Can you afford to retire when you want to? Are you maximizing your Social Security benefits? Are you confident in your financial plan? 

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Investment Management

Is your portfolio built with your goals in mind? What does it cost? How is your advisor compensated? Are they accountable for the advice they provide?

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Tax Planning

Are you considering taxes when making investment decisions? Do your financial advisor and tax advisor work together for your benefit? 

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