Jim Stahl joined Saline Stahl Wealth Management Group as a financial professional and investment adviser representative in October 2012. He is a specialist in financial and retirement planning, portfolio development and corporate retirement plan counseling. Jim provides clients with advice and assistance regarding their financial affairs. Jim also is well versed in estate and wealth transfer strategies.
Through a consultative approach, Jim is devoted to thoroughly understanding client needs in order to implement best practice strategies. Successful financial planning requires an ongoing process and in keeping with that, Jim is committed to providing a high level of personalized service.
“Just as life doesn’t stand still, your financial situation will change over time.” says Jim. “Reviewing your plan and making the necessary updates will be critical to reaching financial independence.”
Prior to joining the Saline Stahl Wealth Management Group, Jim was a financial advisor for LPL Financial in Hamilton, New Jersey. Jim’s career began as a member of the analyst team supporting financial controls and risk analysis at Goldman Sachs in downtown New York. He is Series 7 and 66 licensed and holds the CERTIFIED FINANCIAL PLANNER™ certification, Chartered Financial Consultant®, and Certified Financial Fiduciary® professional designations. Jim has been recognized as a Five Star Wealth Manager1 from 2012-2019, an annual honor given to less than one percent of wealth managers out of a population of over 49,000 registered financial services professionals in New Jersey.
Jim graduated from the prestigious Smeal College of Business at The Pennsylvania State University in University Park, Pennsylvania, with a Bachelor’s degree in Management Science in 1999.
1The FIVE Star Award is not indicative of the wealth manager's future performance. The inclusion of a wealth manager on the Five Star Wealth List should not be construed as an endorsement of the wealth Manager by Five Star Professional or any other entity.