Jamie Lima

MBA, CFP®, CDFA®

Woodson Wealth Management

Founder and President

Contact Me

Jamie Lima

MBA, CFP®, CDFA®

Woodson Wealth Management

Founder and President

Woodson Wealth Management is a fee-only financial advisory firm dedicated to providing fiduciary advice so our clients can focus on doing what they love to do with ZERO financial stress. - Jamie Lima, MBA, CFP®, CDFA®

Contact Me

760-566-8533

Website

Fee-Only financial planner located in San Diego, CA, serving clients across the country.

Jamie Lima is a San Diego, CA fee-only financial planner. Woodson Wealth Management provides comprehensive wealth management, including financial planning and investment management to mid-career professionals to help them better manage, maximize and grow their wealth.

As a fee-only, fiduciary, and independent financial advisor, Jamie Lima is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Jamie Lima, CFP® is Founder, President, and CERTIFIED FINANCIAL PLANNER™ at Woodson Wealth Management.

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. 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 love helping clients make important financial decisions and making the puzzle pieces ‘fit’ for them.

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 nearly two decades 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, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Investment Management
  • College Education Planning
  • Tax Planning
  • Divorce

Ideal Clients

  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors
  • Dealing with Divorce

Working Together

  • Virtual Meetings
  • Clearly Defined Fees
  • Fiduciary Advice and No Product Sales
  • Complimentary Initial Consultation
  • Short- or Long-Term Engagements

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jamie Lima is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Jamie Lima is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Jamie Lima is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Jamie Lima

760-566-8533

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Office Locations:

  • 1672 Main Street
    Suite E 155
    Ramona, CA 92065

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Woodson Wealth Management and Consulting Inc. (referred to as “WWM”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

WWM does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall WWM be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if WWM or a WWM authorized representative has been advised of the possibility of such damages.

In no event shall Woodson Wealth Management and Consulting Inc. have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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