Jamie Lima, CFP®, MBA Woodson Wealth Management
- Virtual,
- (760) 566-8533
- https://woodsonwm.com/
About Jamie Lima, CFP®, MBA, CDFA®
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 really love helping clients make important financial decisions and making the puzzle pieces ‘fit’ for them.
My company, 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 80 years of industry experience across my team, 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.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Gen X
- HENRY (High Earners, Not Rich Yet)
- Pro Bono
- Wealth Management
- Young Professionals
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly Fee: $400+/mo
- Quarterly fee: $1200+/qtr
- Flat Fee: $2000+/engagement
- Hourly Fee: $350+/hr
- Assets Under Management: 0.60%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
