James Stahl, CFP®, ChFC®, CF2

About James Stahl, CFP®, ChFC®

Jim joined Saline Wealth Management Group in October 2012. His specialties include financial and retirement planning, portfolio development, corporate retirement plan counseling, and estate and wealth transfer strategies.
Jim began his financial services career as a member of the analyst team supporting financial controls and risk analysis at Goldman Sachs in downtown New York, followed by a position as a financial advisor at LPL Financial. He holds professional certifications as a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant®(ChFC®), and Accredited Investment Fiduciary®(AIF®), and he holds FINRA Series 7 and 66 licenses. Jim graduated from the prestigious Smeal College of Business at The Pennsylvania State Universitywith a Bachelor’s Degree in Management Science.
Most recently, Jim was recognized as a Five Star Wealth Manager in 2012, 2013 and 2014. This is 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.