Eric James Saling
Directeur Général chez Cardinal Strategic Wealth Guidance LLC
Profil
Mr. Eric J.
Saling is an Chief Executive Officer & Senior Wealth Advisor at Cardinal Strategic Wealth Guidance LLC.
He is a co-founder of Saling Wealth Advisors.
In his role, he is a steward of his clients’ financial lives as well as a leader for a firm that is at the forefront of changing the way advice is delivered.
His experience, vision, and values have been instrumental in the development of the firm.
He is known for his passion in helping families plan, organize, and execute on all financial decisions and continues to build a firm characterized by its commitment to delivering more and more to its clients.
Mr. Saling career began with General Electric, where he worked as corporate finance analyst in many different GE business units.
In 2008, Eric transitioned to the Wealth Management Industry, when he partnered with Jay Saling.
He is one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
Throughout his career, Eric has demonstrated his expertise in investments, retirement, taxation, insurance, and estate planning.
He received his undergraduate degree from Vanderbilt University.
He has earned the Certified Financial Planner designation.
Postes actifs de Eric James Saling
| Sociétés | Poste | Début |
|---|---|---|
Cardinal Strategic Wealth Guidance LLC
 Cardinal Strategic Wealth Guidance LLC Investment ManagersFinance Cardinal Strategic Wealth Guidance LLC (dba Saling Wealth Advisors) is an independent registered investment advisor and wealth management firm headquartered in Louisville, Kentucky. The firm was founded by Eric Saling in 2016. Saling Wealth Advisors provides financial planning, portfolio management, and general consulting services to individuals, trusts, and estates. | Directeur Général | 01/02/2016 |
Anciens postes connus de Eric James Saling
| Sociétés | Poste | Fin |
|---|---|---|
Hilliard Lyons Capital Management LLC
 Hilliard Lyons Capital Management LLC Investment ManagersFinance Founded in 2007, Hilliard Lyons Capital Management LLC, formerly Hilliard Lyons Asset Management, is a registered investment advisor located Louisville, Kentucky. The firm is a subsidiary of HL Financial Services. Hilliard Lyons specializes in asset management for foundations and endowments, corporate pension and profit sharing funds, Taft Hartley plans and public funds. The firm is an affiliate of JJB Hilliard, WL Lyons LLC, a regional financial services firm founded in 1854 and Hilliard Lyons Trust Company LLC. Hilliard Capital Management and their affiliates are divisions of HL Financial Services LLC, which is owned by Hilliard Lyons employees, a limited number of outside investors and financial partner Houchens Industries LLC, one of America's largest 100% employee owned companies. On March 31, 2008, The PNC Financial Services Group, Inc. sold Hilliard Lyons Capital Management and their affiliates JJB Hilliard, WL Lyons LLC and Hilliard Lyons Trust Company LLC to HL Financial Services. | Corporate Officer/Principal | 01/04/2016 |
General Electric Co. (Investment Company)
 General Electric Co. (Investment Company) Financial ConglomeratesFinance General Electric Co. (Investment Company) (GE-IC) is the investment management division of General Electric Co. (GE) (NYSE: GE), a technology and financial services company headquartered in Boston, Massachusetts. GE was founded by Thomas A. Edison in 1892 through merging the Edison General Electric Co. (established in 1878) and the Thomson-Houston Co., another prominent manufacturer of dynamos and electric lights. GE-IC offers financial services and products worldwide for businesses of all sizes, services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans and other financial services. | Corporate Officer/Principal | 01/03/2008 |
Formation de Eric James Saling
| Vanderbilt University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Cardinal Strategic Wealth Guidance LLC
Cardinal Strategic Wealth Guidance LLC Investment ManagersFinance Cardinal Strategic Wealth Guidance LLC (dba Saling Wealth Advisors) is an independent registered investment advisor and wealth management firm headquartered in Louisville, Kentucky. The firm was founded by Eric Saling in 2016. Saling Wealth Advisors provides financial planning, portfolio management, and general consulting services to individuals, trusts, and estates. | Finance |
General Electric Co. (Investment Company)
General Electric Co. (Investment Company) Financial ConglomeratesFinance General Electric Co. (Investment Company) (GE-IC) is the investment management division of General Electric Co. (GE) (NYSE: GE), a technology and financial services company headquartered in Boston, Massachusetts. GE was founded by Thomas A. Edison in 1892 through merging the Edison General Electric Co. (established in 1878) and the Thomson-Houston Co., another prominent manufacturer of dynamos and electric lights. GE-IC offers financial services and products worldwide for businesses of all sizes, services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans and other financial services. | Finance |
Hilliard Lyons Capital Management LLC
Hilliard Lyons Capital Management LLC Investment ManagersFinance Founded in 2007, Hilliard Lyons Capital Management LLC, formerly Hilliard Lyons Asset Management, is a registered investment advisor located Louisville, Kentucky. The firm is a subsidiary of HL Financial Services. Hilliard Lyons specializes in asset management for foundations and endowments, corporate pension and profit sharing funds, Taft Hartley plans and public funds. The firm is an affiliate of JJB Hilliard, WL Lyons LLC, a regional financial services firm founded in 1854 and Hilliard Lyons Trust Company LLC. Hilliard Capital Management and their affiliates are divisions of HL Financial Services LLC, which is owned by Hilliard Lyons employees, a limited number of outside investors and financial partner Houchens Industries LLC, one of America's largest 100% employee owned companies. On March 31, 2008, The PNC Financial Services Group, Inc. sold Hilliard Lyons Capital Management and their affiliates JJB Hilliard, WL Lyons LLC and Hilliard Lyons Trust Company LLC to HL Financial Services. | Finance |
