Woodson Wealth Management

San Diego, CA Financial Services
(858) 923-4500
(858) 923-4500
San Diego, CA

San Diego, CA

Photos

3
Photo of Woodson Wealth Management
Photo of Woodson Wealth Management
Photo of Woodson Wealth Management

About the Business

Woodson Wealth Management is a California-based wealth management firm that provides certified financial planners to help clients manage their finances with no stress. Our goal is to provide comprehensive, customized plans tailored to reach long-term goals and retire on our terms with the lifestyle we desire. We offer a range of services such as financial planning, investment management, 401K advice, and more - all with no hidden fees. Our team of experienced fee-only fiduciary financial planners are here to help you take control of your financial future. Contact us today near San Diego to set up an appointment.

With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Reviews (0)

Click to Rate

Publisher Info

  • Jamie Lima is the President of Woodson Wealth Management. Jamie's career began with Morgan Stanley in 2006. He later joined Fidelity Investments in 2011, where he managed a $1 billion in assets of high-net worth families and businesses. During his tenure with Fidelity, he also spent several years coaching and training fellow associates nationally with a focus on the southern California region. To that end, he brings over 20 years of financial education and hands-on experience in the Financial Services industry. Jamie loves helping his clients make complex financial decisions. "The Financial Planning process can seem like an overwhelming exercise, but it doesn't have to be. Our job is to ensure that my team and I are with our clients every step of the way. Our job is done when clients can easily understand and are able to explain their plan(s) to their loved ones. The pinnacle for me is creating a cohesive (and executable) plan, which every stakeholder can follow and implement."
  • (858) 923-4500
  • Visit Website

Opening Time

  • Mon-Fri
    8:00 am - 5:00 pm
Photos
0 / 2