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  1. Home
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  3. Ron Surz
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Ron Surz

MBA
President
Target Date Solutions
Country or state 
United States (California)
Available to 
North America
City 
San Clemente
Fee 
Ask for pricing
Languages 
English
Volunteer
No

Personal Details

Bio

I'm a serial entrepreneur who began my career consulting to $trillions in large pension plans. I've most recently committed to managing target date funds and to bringing my patented design to individual investors, especially baby boomers.

I am co-host of the Baby Boomer Investing Show live streaming on YouTube and FaceBook

Current position (2)

President

Target Date Solutions

Co-host

Baby Boomer Investing Show

Achievements (2)
Fiduciary Handbook for Target Date Funds

I wrote this book

Metamorphosis of Target Date Funds

I wrote this book

Degrees (2)
MBA in Finance
University of Chicago
1972 to 1974
MS Mathematics
University of Illinois
1969 to 1971

Presentations

Presentations (1)
Baby Boomer Investing Show

Completed Season 1 with 15 Episodes. Season 2 launches 9/22/20. Please visit our YouTube channel https://m.youtube.com/channel/UCDnnLCOBtlYc5xRTOeqU-Vw

  • All (1)
  • Videos
  • Photos
  • Slides (1)
This speaker hasn't uploaded any videos yet.
This speaker hasn't uploaded any photos yet.
Baby Boomer Investing Show
This speaker hasn't uploaded any one sheet yet.
This speaker hasn't uploaded any press information yet.

Books & Articles (3)

Target Date Fund Handbook
2016
Target Date Fund Metamorphosis
Scholar's Press,
2018
Baby Boomer Investing Show

Expertise (5)

Business
Education
Health & Well-being
retirement Investing

Clients

SMART Target Date Fund Index

Awards & certifications (1)

Best article
Investment Management Consultants Association
1998
Recommendations
Why choose me? 

I'm concerned about my fellow baby boomers because the data shows that they are not investing wisely

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