Courtney Ranstrom, CFP®, MBA Trailhead Planners
- 23 NE 18th Ave, Portland, OR 97232
- (503) 773-9682
About Courtney Ranstrom, CFP®, MBA
One of the questions Courtney asks herself and her clients – what does wealth mean to you? In many cases, wealth has nothing to do with money but with how we find fulfillment in our lives. Courtney does not believe in imposing arbitrary standards of wealth onto her clients. Rather, she wants her clients to understand what wealth means to them and how they can achieve their version of wealth. Her conversations with her clients are not just about money, they are about building a financial life plan tailored to each client’s values, resources, and ongoing life goals.
Courtney has been working in the wealth management industry since 2009 and is a Certified Financial Planner®. Prior to that, she worked as an internal auditor in both government and a publicly-traded company. She received a Master in Business Administration from Willamette University in 2005.
Courtney lives in Portland, Oregon, with her husband, daughters, and two Cardigan Corgis. When not working, you can find her reading books or visiting the zoo with her girls, walking around their Central Eastside neighborhood, drinking coffee, and eating dark chocolate.
- Medical Professionals
- SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
- Technology Professionals
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Assets Under Management
- Monthly Fee: $625+/mo
- Quarterly Fee: $1875+/qtr
- Flat Fee: $7500+/engagement
- Assets Under Management: 1.00%