Broker Check
Jim A Saling

Jim A Saling

President

Jim Saling, CIMA©, CPWA©, CPFA, AIF© is the President of the Registered Investment Advisor Saling Simms Associates. A 38 year veteran of the Financial Services industry his credentials include Certified Investment Management Analyst, Certified Private Wealth Advisor, Certified Plan Fiduciary Advisor and Accredited Investment Fiduciary, He is a member of the Investments and Wealth Institute, the Financial Services Institute, and the National Association of Plan Advisors. Study includes the Ohio State University, The Wharton College of Business and the Chicago Booth School of Business. Jim Has Lobbied Congress, worked on panels with the SEC and FINRA, Taught college courses and spoken to local, statewide and national audiences on various topics in financial services. He has been a long term supporter of and speaker for The Ohio Society of CPAs among many other associations and colleges.