Meet

Jamie Lima

Jamie Lima

Founder and President, CERTIFIED FINANCIAL PLANNER™

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.

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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