James W. Poling, RICP®

Wealth Manager

YEARS EXPERIENCE

2010

YEAR JOINED CAG

1

HOLE-IN-ONE
(Whiteford Valley)

Meet Jim.

Jim Poling is an Investment Advisor Representative under Advisory Alpha—an SEC Registered Investments Advisor. Jim joined Citizen Advisory Group as a sales representative in 2010. He currently holds the Retirement Income Certified Professional designation and has been a licensed health and life insurance professional since 2005 in both Ohio and Michigan. He enjoys helping people make the best retirement decisions.

A product of Rogers High School, Jim graduated from University of Toledo with a Master of Education in Integrated Social Studies and Kent State University with a Bachelor of Arts in Geography.

Jim enjoys spending time with friends and family, coaching youth sports, traveling, and camping in his free time. He currently resides in Rossford, Ohio, with his wife and kids.

Favorite Things


Food: Mexican
Movie: Remember the Titans
Athletic Accomplishment: Earning eight varsity letters in high school
Season: Summer (warm weather)
Greatest Accomplishment: Being a father
People might be surprised to know: As a child, he wanted to grow up and become a sports broadcaster