Ron Surz

Ron Surz

PPCA Inc. is a San Clemente, CA-based registered investment adviser that provides investment management for those who are saving for retirement. I am Ronald J. Surz, president of PPCA Inc. and its Target Date Solutions division. I am an investment industry and pension consulting veteran, having started my career at former investment bank A.G. Becker, based in Chicago. I earned my MBA in Finance at the University of Chicago and an MS in Applied Mathematics at the University of Illinois. My investment research has been published in industry publications including The Journal of Wealth Management, The Journal of Investing, Journal of Portfolio Management, Pensions & Investments, Senior Consultant, and the IMCA Monitor.

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