100+ Qualifications

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Certified Public Accountants (CPA-US)
EA
Enrolled Agents (EA)
AFSP
Annual Filing Season Program (AFSP)
CIA
Certified Internal Auditors (CIA)
SHRM
SHRM Professionals
CRTP
California Registered Tax Preparers (CRTP)
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CPP
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HRCI
Human Resource Certification Institute (HRCI)
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CGMA
Chartered Global Management Accountants (CGMA)
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Chartered Financial Analyst (CFA)
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Certified Financial Planner (CFP-US)
CFE
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DE LPA
Delaware Licensed Public Accountant (DE-LPA)
CGFM
Certified Government Financial Manager (CGFM)
ChFC
Chartered Financial Consultant (ChFC)
ORTP
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CPA/CITP
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CISA
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IAP
Internal Audit Practitioner (IAP)
CISM
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CRISC
Certified in Risk and Information System Control (CRISC)
ERPA
Enrolled Retirement Plan Agent (ERPA)
CWS
Certified Wealth Strategist (CWS)
TEP
Trust and Estate Practitioners (TEP)
CFIRS
Certified Fiduciary and Investment Risk Specialist (CFIRS)
RICP
Retirement Income Certified Professional (RICP)
CRMA
Certification in Risk Management Assurance (CRMA)
CIMA
Certified Investment Management Analyst (CIMA)
FPC
Fundamental Payroll Certification (FPC)
CDFA
Certified Divorce Financial Analyst (CDFA)
PMP
Project Management Professional (PMP)
CPA/CFF
Certified Financial Forensics (CFF)
CICA
Certified Internal Controls Auditor (CICA)
CPWA
Certified Private Wealth Advisor (CPWA)
CVA
Certified Valuation Analyst (CVA)
FSCP
Financial Services Certified Professional (FSCP)
MAFF
Master Analyst In Financial Forensics (MAFF)
CTP
Certified Treasury Professional (CTP)
QIAL
Qualification in Internal Audit Leadership (QIAL)
FRM
Financial Risk Manager (FRM)
IA LPA
Iowa Licensed Public Accountant (IA-LPA)
Maryland Tax Preparer
Maryland Tax Preparer (MRTP)
CGAP
Certified Government Auditing Professional (CGAP)
ME LPA
Maine Licensed Public Accountant (ME-LPA)
CCS
Certified Controls Specialist (CCS)
CAP
Chartered Advisor in Philanthropy (CAP)
CLU
Chartered Life Underwriter (CLU)
RMA
Retirement Management Advisor (RMA)
CSA
Certified Senior Advisor (CSA)
CASL
Chartered Advisor in Senior Living (CASL)
ChSNC
Chartered Special Needs Consultant (ChSNC)
CBA/MCBA
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
FPAC
Certified FP&A Professional (FP&A)
CLF
Chartered Leadership Fellow (CLF)

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Ronald Surz

4.3 / 5

Ronald J. Surz is president of PPCA Inc. and its division, Target Date Solutions. He is a pension consulting veteran, having started with A.G. Becker in the 1970's. Ron earned an MBA in Finance at the University of Chicago and an MS in Applied Mathematics at the University of Illinois.

He has published regularly in such publications as The Journal of Wealth Management, The Journal of Investing, Journal of Portfolio Management, Pensions & Investments, Senior Consultant, HorsesMouth and the IMCA® Monitor, as well as contributed to and edited several books. Ron's most recent book is Fiduciary Handbook for Understanding and Selecting Target Date Funds: It's All About the Beneficiaries. Ron has served as a member of the following boards and councils:

City of San Clemente Finance Committee
Investor/Consultant Subcommittee of the Global Investment Performance Standards (GIPS) Executive Committee, established by the CFA Institute
Investment Management Consultants Association® (IMCA®) Board of Directors
IMCA® Monitor (newsletter) Editorial Board
IMCA® Standards of Practice Board Chair
Cainsoft Advisory Board
FinanceWare.com Advisory Board
Association for Investment Management & Research (AIMR) After-Tax Subcommittee
Risk-Controlled Growth (RCG) fund-of-hedge-funds Investment Committee
Sortino Investment Advisors Advisory Board
Capital Market Consultants Advisory Board
President of the Southern California Chapter of IMCA®
Rockwater Hedge LLC Advisory Board