Jamie Lima

MBA, CFP®

Woodson Wealth Management

Founder and President

Jamie Lima

MBA, CFP®

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®

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.

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

Ideal Clients

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

Working Together

  • Virtual Meetings
  • Clearly Defined Fees
  • Fiduciary Advice and No Product Sales
  • Complimentary Initial Consultation

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

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Office Locations:

  • 1672 Main Street
    Ste E 155
    Ramona, CA 92065

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