Jamie Lima Cfp Cdfa
I grew up in a family that always seemed to have money challenges. That led me to a... | San Diego, San Diego, United States
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Jamie Lima Cfp Cdfa’s Emails ja****@ie****.com
Jamie Lima Cfp Cdfa’s Phone Numbers No phone number available.
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Jamie Lima Cfp Cdfa’s Location San Diego, San Diego, United States
Jamie Lima Cfp Cdfa’s Expertise 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 my time working with those navigating the financial issues that arise with divorce and mid-career professionals working to maximize their wealth. 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.
Jamie Lima Cfp Cdfa’s Current Industry Allegiant Divorce Solutions
Jamie
Lima Cfp Cdfa’s Prior Industry
Morgan Stanley Smith Barney
|
Fidelity Investments
|
Woodson Wealth Management
|
Allegiant Divorce Solutions
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Work Experience
Allegiant Divorce Solutions
Founder, Planner, and Certified Mediator
Sat Apr 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Woodson Wealth Management
President, CERTIFIED FINANCIAL PLANNER ™
Wed Apr 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Fidelity Investments
Vice President, Financial Consultant
Sat Apr 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Feb 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Fidelity Investments
Vice President, Regional Planning Consultant
Sun Nov 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Apr 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Fidelity Investments
Vice President, Financial Consultant
Fri Jul 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Nov 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Morgan Stanley Smith Barney
Financial Advisor
Fri Apr 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jul 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Jamie Lima Cfp Cdfa Email Addresses
FAQ About Jamie Lima Cfp Cdfa
-
Jamie Lima Cfp Cdfa is located at
San Diego, San Diego, United States -
Jamie Lima Cfp Cdfa is a
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 my time working with those navigating the financial issues that arise with divorce and mid-career professionals working to maximize their wealth. 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. Allegiant Divorce Solutions -
Jamie Lima Cfp Cdfa currently works in the
Allegiant Divorce Solutions -
Jamie Lima Cfp Cdfa specializes in
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 my time working with those navigating the financial issues that arise with divorce and mid-career professionals working to maximize their wealth. 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. -
Jamie Lima Cfp Cdfa speaks the following languages:
No languages available. -
Jamie Lima Cfp Cdfa has prior experience in the following industries:
Fidelity Investments , Fidelity Investments , Fidelity Investments , Morgan Stanley Smith Barney -
Jamie Lima Cfp Cdfa has the following professional experience:
Allegiant Divorce Solutions , Woodson Wealth Management , Fidelity Investments , Fidelity Investments , Fidelity Investments , Morgan Stanley Smith Barney . -
You can view Jamie Lima Cfp Cdfa’s
LinkedIn profile at LinkedIn URL. -
Jamie Lima Cfp Cdfa’s work email addresses are
[email protected] . -
Jamie Lima Cfp Cdfa works at
Allegiant Divorce Solutions
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