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Jamie Lima

Jamie M. Lima, MBA, CFP®, CDFA® is the founder and president of Woodson Wealth Management and Allegiant Divorce Solutions.1 With 18 years of experience in wealth management, estate planning, and divorce financial planning, Jamie operates his practices in all 50 states.1 He launched his registered investment advisory firm, Woodson Wealth Management, in 2020 during the COVID-19 pandemic.2

Jamie specializes in serving 30 to 50-year-old mid-career professionals and emerging millionaires, managing about $25 million in assets under management (AUM) across his client base.2 His firm provides both investment management and comprehensive financial planning services.2

Prior to founding his own companies, Jamie worked at Morgan Stanley for about five years starting in 2005-2006, followed by nine years at Fidelity Investments.2 He has recently been nominated as a Board Advisor for the Institute for Divorce Financial Analysts (IDFA®).3

Jamie is known for his commitment to helping individuals navigate the financial complexities of divorce and providing personalized financial planning services.16 He maintains an active presence on LinkedIn, sharing insights and achievements related to his work in financial planning and divorce financial analysis.45

Highlights

Meet Certified Divorce Financial Analyst Jamie Lima
Making The Transition From a Broker Dealer to Launching Your RIA

Related Questions

What inspired Jamie M. Lima to transition from large wirehouses to starting his own firm?
How did Jamie M. Lima's experience at Morgan Stanley and Fidelity Investments shape his career?
What unique strategies did Jamie M. Lima use to gain marketing momentum for his firm?
How does Jamie M. Lima's approach to wealth management differ from traditional methods?
What challenges did Jamie M. Lima face when launching Woodson Wealth Management during the COVID-19 pandemic?
Jamie Lima
Jamie Lima, photo 1
Jamie Lima, photo 2
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Location

San Diego, California