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)


 

Jeff Belmonte, CFP®
Certified Financial Planner™ Professional

 

ResizedI have a passion for encouraging and equipping people to experience the very best possible outcomes in their financial world. I love the consulting and planning process. Using excellent tools and resources, managing investment assets and to helping clients move forward in enjoying their journey known as “life”, I like to simplify the complex and organize the chaos that people may be experiencing in their current financial situation.

While at Aquinas College with my colleague Ron, I earned a major in Business Administration and another in Economics. In the past, I’ve held the Series 7 security registration (General Securities Representative Examination) and Series 66 security registration (Uniform Combined State Law Examination).

My first career in college coaching, including years at the NCAA Division I level, prepared me well to help clients take the steps necessary to maximize their financial potential.

I have lived in southeast Grand Rapids, near the Thornapple River, for more than ten years with my wife Jenny and our two boys.

APPOINTMENT WITH JEFF
(Jeff is located on the North and East 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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