Certified Financial Planner™ Professional
Meet Ronald J. Van Surksum, a Certified Financial Planner here at Advanced Asset Management. Ron is an experienced professional in analyzing unique financial situations in order to create personalized financial and investment plans to make the most of your money! Meeting with Ronald will provide you with information showing you a plan of where you are now, where you want to be, and how you can reach those goals. Ron not only enjoys working with experienced investors but also with “start-up” investors who are just beginning their journey towards financial independence – no matter what your situation is, he can help you! In addition to being a financial adviser on our team, Ronald also spends a large portion of his time monitoring client investments making sure that investment dollars are adequately diversified and working the way they should.