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Advanced Asset Management4555 Wilson Ave SW
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Grandville MI 49418
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Ron Van Surksum, CFP ®
Advanced Asset Management
Specializing in: Comprehensive Financial Planning including Retirement Planning, Investment Management, Education Planning, Estate Planning, Tax PlanningGeographic Area Served: Grand Rapids, Michigan and surrounding areas
About Me
About My Firm
Licenses, Certifications and Designations: Certified Financial Planner®
Biography: Ron Van Surksum's role at Advanced Asset Management, in addition to meeting with clients, is to analyze a clients personal situation and create financial plans and investment plans for them. 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.
Biography: Ron Van Surksum's role at Advanced Asset Management, in addition to meeting with clients, is to analyze a clients personal situation and create financial plans and investment plans for them. 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.
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