
Michael Sima
Life is constantly in motion. Because of the constant movement, financial decisions can sometime be overwhelming and... | Columbus, Ohio, United States
Michael Sima’s Emails mi****@sm****.com
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Michael Sima’s Location Columbus, Ohio, United States
Michael Sima’s Expertise Life is constantly in motion. Because of the constant movement, financial decisions can sometime be overwhelming and worse, placed on the back burner. To help accomplish your financial goals, you need not only a clear vision of what you want to achieve but also the proper toolkit and an experienced guide. I can be of value in this regard. As a Financial Planner with Prudential Advisors, I specialize in comprehensive financial planning services for a fee. Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs. The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non product specific strategies to help them achieve their goals. The plan can then be implemented with me, other professionals, or a combination of both. My financial planning services cover: • Retirement planning • Education planning • Estate planning strategies • Risk Management • Insurance Needs • Investment Planning • Funding for a Major Purpose • Current Net Worth and Cash Flow Statements
Michael Sima’s Current Industry Secure Path Advisory
Michael
Sima’s Prior Industry
Morgan Stanley Smith Barney
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Ferris Financial
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Meeder Investment Management
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Prudential Advisors
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Secure Path Advisory
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Work Experience

Secure Path Advisory
Financial Advisor
Wed Jul 01 2020 05:30:00 GMT+0530 (India Standard Time) — Present
Prudential Advisors
Financial Planner at Pruco Securities, LLC
Sat Sep 01 2018 05:30:00 GMT+0530 (India Standard Time) — Wed Jul 01 2020 05:30:00 GMT+0530 (India Standard Time)
Meeder Investment Management
Internal Sales Advisor
Thu Feb 01 2018 05:30:00 GMT+0530 (India Standard Time) — Sun Apr 01 2018 05:30:00 GMT+0530 (India Standard Time)
Ferris Financial
Director of Financial Planning
Fri May 01 2015 05:30:00 GMT+0530 (India Standard Time) — Thu Jun 01 2017 05:30:00 GMT+0530 (India Standard Time)
Morgan Stanley Smith Barney
Financial Services
Sun Jan 01 2006 05:30:00 GMT+0530 (India Standard Time) — Sun Sep 01 2013 05:30:00 GMT+0530 (India Standard Time)