Ronald J. Van Surksum, CFP®
Certified Financial Planner™ Professional
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 planning specialist, I spend a large portion of my time monitoring client investments and making sure investment dollars are adequately diversified.
IN THE MEDIA
Men's Health Magazine - March, 2012
Wall Street Journal - April 4, 2011
Stay Ahead of Your Clients - Overhauling Financial Advisers Fee Schedule in Dow Jones Advisor
Daydream Believers - Money Magazine March 1, 2007
Financial Advice Network Profile