Financial Advisers

Ronald J. Van Surksum, CFP®
Certified Financial Planner™ Professional

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My role at AAM – in addition to meeting with clients – is to analyze a client’s personal situation and create individualized financial plans and investment plans.

Essentially I create a “blue print” for my clients based on where they are today and then tell them what they need to do to reach their goals.

I enjoy working with experienced investors as well as “start-up” investors who are just beginning to work their way toward financial independence.

In addition to being the financial adviser, I spend a large portion of my time monitoring client investments and making sure investment dollars are adequately diversified.

APPOINTMENT WITH RON
(Ron is located on the South and West side of Grand Rapids)


 


IN THE MEDIA

Men’s Health Magazine – March, 2012

Wall Street Journal – April 4, 2011

Daydream Believers – Money Magazine March 1, 2007

Financial Advice Network Profile

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