Ronald Surz

Co-Host, The Baby Boomer Investing Show
San Clemente, CA
  • 142 Professionals Trained
  • 5 Courses

About Speaker Ronald Surz

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

FREE
  • Ronald Surz
  • 1 Credit

Drowning in Paper Money Bursts Bubbles

  • May 03, 11:00 AM EDT
  • CPA
$10
  • Ronald Surz,
  • 1 Credit

Coming Soon: Market Bubbles Burst And Inflation Escalates

  • Feb 10, 09:30 AM EST
  • CPA Canada
  • CFP
  • CPA
  • PFS
Register
  • 4.2 (52)
FREE

Coming Soon: Market Bubbles Burst and Inflation Escalates

  • Apr 14, 04:00 PM EDT
  • CPA Canada
  • CPA
Completed
  • 4.2 (59)
FREE

70 Years of Investment Consulting

  • Apr 07, 01:00 PM EDT
  • CPA
  • PFS
Completed
  • 4.4 (22)
FREE

Coming Soon: Market Bubbles Burst and Inflation Escalates

  • Mar 10, 01:30 PM EDT
  • CPA Canada
  • CPA
Completed
  • 4.3 (37)