Ridgeview Financial Planning

Ridgeview Financial Planning is an investment advisory firm based in Santa Rosa, California, founded and led by Brandon Grundy. The firm offers both ongoing investment management and comprehensive financial planning services to individuals and families, including high-net-worth clients. Ridgeview Financial Planning's services cover key areas such as retirement planning, tax strategies, cash flow and budgeting, college funding, risk management, estate planning, and investment consultation. When managing portfolios, Ridgeview Financial Planning uses a core-and-satellite strategy that combines low-cost index funds and exchange-traded funds with actively managed mutual funds and individual securities. The firm operates on a fee-only basis, meaning it does not accept commissions, sales markups, or product referral fees. Ridgeview Financial Planning manages client portfolios on a discretionary basis, utilizing Charles Schwab & Co., Inc. as the primary qualified custodian for client assets.