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
http://www.menshealth.com/fiscally-fit-man/beat-worst-financial-habits

Wall Street Journal - April 4, 2011
http://online.wsj.com/article/SB20001424052748703818204576206770095334628.html#articleTabs%3Darticle

Stay Ahead of Your Clients - Overhauling Financial Advisers Fee Schedule in Dow Jones Advisor
http://financialadviserblog.dowjones.com/blog/stay-ahead-of-your-clients/overhauling-financial-advisers-fee-schedule

Daydream Believers - Money Magazine March 1, 2007
http://money.cnn.com/magazines/moneymag/moneymag_archive/2007/03/01/8400917/index.htm

Financial Advice Network Profile
http://www.financialadvicenetwork.com/profile.php?pid=171