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Jamie Lima, CFP®, CDFA®, MBA

Helping mid-career professionals better manage, maximize, and grow their wealth

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Woodson Wealth Management Jamie Lima, CFP®, CDFA®, MBA
Ramona, CA

Serving Clients Nationwide

Helping mid-career professionals better manage, maximize, and grow their wealth

(760) 566-8533

Website

Areas of Focus

  • Divorce Financial Planning
  • Employee Stock Options
  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Prioritizing Money
  • Taxes

About Me

Hi, I'm Jamie Lima, founder and president of Woodson Wealth Management and Allegiant Divorce Solutions.

I grew up in a family that always seemed to have money challenges. That led me to a career in finance as I wanted to learn and understand how to better support myself and my family.

I began my career in 2006 with Morgan Stanley, and in 2011 joined Fidelity Investments. I was responsible for overseeing $1 billion in assets for 450 families and businesses.

Today, I primarily focus on mid-career professionals, working to maximize their wealth, so they can do what they love with zero financial stress at Woodson Wealth Management.

I also help people prepare, navigate, and recover from divorce financially through my divorce financial planning company, Allegiant Divorce Solutions.

I promised myself early on that I would do whatever was required to ensure that my clients never felt the same struggles related to money that I did. I really love helping clients make important financial decisions and making the puzzle pieces ‘fit’ for them.

Outside of work, my wife, Dawn, and I spend a lot of time in our Jeep driving the country backroads here in inland San Diego, working around our farm (we currently have sheep, goats, chickens, pigs, ducks, and rabbits!) and trying to keep up with our 5 (yes, 5!) kids.

Professional Designations

  • Certified Divorce Financial Analyst (CDFA)
  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • BBB Accredited Business
  • CFP Board
  • Fee Only Network
  • Foundation for Financial Planning
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

1672 Main Street Ste E 155 Ramona, CA 92065

Additional Locations

📍 Austin, TX

📍 Chattanooga, TN

📍 Los Angeles, CA

📍 New York, NY

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
  • Webinars
Book Intro Call

Compensation Methods

  • Advice-Only
  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

In on our first, 15-minute informational meeting, we’ll spend some time getting to know you and you’ll get to know us. If we’re a fit, then we’ll explain and explore the next steps with you.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

Woodson Wealth Management is a fee-only wealth management firm dedicated to helping those who would normally be overlooked by other firms due to the size of their investment accounts.

With over 80 years worth of industry experience, we pride ourselves on being educators first, and advisors second.

Our primary clients show interest in learning the best ways that they can better manage and maximize their wealth versus following the newest investing fad. And, by only working with a select number of clients, we are able to create customized, high-touch experiences for those we serve.

✅ Fee-only wealth manager, with goals aligned with yours

✅ Only pay for planning and investment management, not hidden fees

✅ Customized Financial Plans tailored for all aspects of your life are included in our fee

Education

University of Phoenix, Bachelor of Science, Finance | National University, MBA, Organizational Leadership

Badges

Hobbies and Interests

  • Animals
  • Baseball
  • Camping
  • Family
  • Football
  • Golf
  • Running
  • Sports
  • Woodworking

SEC Lookup

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FINRA Lookup

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Who We Serve

  • Business Owners
  • College Graduates
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Gen Z
  • Parents
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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