Jamie Lima Headshot

Jamie Lima

Gender Identity: Male
10+ Year Experience, Certified Specialist, In-Person Representation Available , LGBTQ+ , LGBTQ+ Friendly
Ramona, CA

Personal Quote:

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.

Bio:

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.

I also am a Certified Divorce Financial Analyst® and founded Allegiant Divorce Solutions in 2023, as a sister company to my Wealth Management Firm.

I recognize the challenges you face as you decide how to handle your finances relating to divorce. Looking back, there were mistakes I made during my own divorce that could have been avoided had I had the support of a Certified Divorce Financial Analyst®.

Armed with this knowledge and almost 20 years of financial planning experience, I am dedicated to helping my clients navigate the complex aspects of divorce and gain a fair settlement, with much less stress.

Outside of work my wife, Dawn, and I spend a lot of time in our Jeep driving the country backroads here in inland San Diego, working around our farm (we currently have sheep, goats, chickens, pigs, ducks, and rabbits!) and trying to keep up with our 5 (yes, 5!) kids.

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Languages

English

Services

Primary Service:

Financial Services and Forensic Accounting

Other Services Offered:

Divorce Financial Analyst Consultation
Wealth Management Consultation

Licensed In

All States
Education & training

Certified Divorce Financial Analyst
2023
Certified Financial Planner
2013
National University, MBA
2011
University of Phoenix, Bachelor of Science/Finance
2008

Certifications

Certified Divorce Financial Analyst
CA Insurance License
FINRA Series 7, 66, 31
Certified Financial Planner

Awards

Affiliations

National Association of Personal Financial Advisors
Foundation for Personal Financial Planning
Institute for Divorce Financial Analysts
Certified Financial Planners

Articles

This expert has no articles published yet.