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Ronald Surz

Ronald Surz

San Clemente,CA
  • 4.4 / 5
  • 2k+ Professionals Trained

Nominated for the following myCPE Awards

myCPE - Top Investment Planning Educator of the Year 2021!
Vote Now

Voting Closes On - July 14

Winner Announcements - July 31

About Speaker

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

Area of Expertise

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Dealing With Danger: The Economy & Capital Markets are Laden With Threats
$15
Dealing With Danger: The Economy & Capital Markets are Laden With Threats
  • Accountant
  • CPA/ABV
  • CGFM
  • CMA
  • CPA (US)
  • CVA
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  • 4.3
  • (3)
The Next 401(k) Scandal
$10
The Next 401(k) Scandal
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  • CFP (US)
  • CPA (US)
  • CVA
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  • ChFC
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  • 4.3
  • (27)
PEP Talk: Selecting the Best Pooled Employer Plan (PEP)
$10
PEP Talk: Selecting the Best Pooled Employer Plan (PEP)
  • Accountant
  • CPA/ABV
  • CMA
  • CPA (US)
  • CVA
  • CFA
Congress is Reviewing Target Funds
$10
Congress is Reviewing Target Funds
  • Accountant
  • CPA/ABV
  • CGFM
  • CMA
  • CPA (US)
  • CVA
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  • 5.0
  • (2)
Financial Education That Baby Boomers Need & Want
$10
Financial Education That Baby Boomers Need & Want
  • Accountant
  • CPA/ABV
  • CPA (CA)
  • CGFM
  • CMA
  • CPA (US)
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  • 3.7
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Investment Consulting
$10
70 Years of Investment Consulting
  • Accountant
  • CPA (CA)
  • CFP (US)
  • CPA (US)
  • CA - ICAEW
  • CFA
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  • 4.3
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Drowning in Paper Money Bursts Bubbles
$10
Drowning in Paper Money Bursts Bubbles
  • Accountant
  • CPA (CA)
  • CFE
  • CPA (US)
  • ChFC
  • FSCP
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  • 4.0
  • (5)
Why The 60/40 Stock/Bond Rule Is Stupid
$10
Why The 60/40 Stock/Bond Rule Is Stupid
  • Accountant
  • CPA (CA)
  • CFP (US)
  • CPA (US)
  • CA - ICAEW
  • CFA
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  • 4.4
  • (40)
Coming Soon: Market Bubbles Burst And Inflation Escalates
$10
Coming Soon: Market Bubbles Burst And Inflation Escalates
  • Accountant
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  • CFP (US)
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  • CPA/PFS
  • ChFC
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  • 4.3
  • (51)

4.4

  • 4.4

(491) Ratings

Excellent

340

Very Good

120

Average

21

Poor

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Terrible

2

DH

Dianne Hart, CPA (US)

Jul 1st 2022

Timely topic presented well

JB

Jennifer Boehm, CPA (US)

Jul 1st 2022

Great webinar

BK

Bansari Kinkhabwala, CPA (US)

Jun 22nd 2022

Good Learning experience

DB

David Baker, CPA (US)

Jun 22nd 2022

Eye opening experience to see the cause and effects of money supply decisions on inflation , asset values, and interest rates.

FT

Fadjar Taufik, CPA (US)

Jun 21st 2022

The best

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