Financial Planning concepts

2023-08-10

Jamie is the President of Woodson Wealth Management and the Founder of Allegiant Divorce Solutions. He grew up in a family that constantly faced financial challenges, which motivated him to pursue a career in finance to support himself and his family better. Jamie's journey in the financial sector began in 2006 when he joined Morgan Stanley. Later, in 2011, he became part of Fidelity Investments, where he took on the responsibility of overseeing $1 billion in assets for 450 families and businesses. Currently, Jamie's primary focus is on...

Jamie's journey in the financial sector began in 2006 when he joined Morgan Stanley. Later, in 2011, he became part of Fidelity Investments, where he took on the responsibility of overseeing $1 billion in assets for 450 families and businesses.

Currently, Jamie's primary focus is on assisting mid-career professionals in maximizing their wealth to lead fulfilling lives without financial stress. Additionally, he extends his support to those going through or recovering from divorce, leveraging his expertise as a Certified Divorce Financial Analyst® through his company, Allegiant Divorce Solutions.

Driven by his personal promise to spare his clients from the financial struggles he experienced, especially concerning divorce, Jamie finds great satisfaction in helping them make critical financial decisions and fitting the puzzle pieces together for their benefit.

Outside of work, Jamie and his wife, Dawn, enjoy spending quality time in their Jeep, exploring the country backroads in inland San Diego. They also devote time to their farm, where they currently raise sheep, goats, chickens, pigs, ducks, and rabbits, all while trying to keep up with the demands of their five children.

To connect with Jamie Lima:

Website: https://woodsonwm.com/
Website: https://allegiantds.com/
Instagram: https://www.instagram.com/jamiemlima/
Facebook: https://www.tiktok.com/@jamiemlima
Linkedin: https://www.linkedin.com/in/jamielima/
TikTok: https://www.tiktok.com/@jamiemlima

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To connect with Steve Cloward:

Website: https://lifeafteraddictionandindictment.com
Instagram: https://instagram.com/swcloward
Linkedin: https://linkedin.com/in/stevecloward
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