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Woodson Wealth Management
Woodson Wealth Management

Woodson Wealth Management

Offers remote services
Offers remote services
contact for price

Zip code
Annual income

It’s free, with no obligation to book

Introduction: As a FEE-ONLY financial advisory and investment management firm, we are dedicated to our role as a fiduciary and Certified Financial Planner®. We'll work for you to create a strategy that will allow you to continue to do what you love to do with ZERO financial stress.
Overview

Hired 1 time

Serves Ramona, CA

Background checked

License verified

1 employee

1 year in business

Payment methods

Check, Credit card, Stripe

Social media

Facebook, Instagram, Twitter

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Disinfect surfaces touched during the job

Photos and Videos

5 photos and 6 videos

Reviews

Customers rated this pro highly for professionalism, work quality, and value.

5.0

3 reviews

5
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4
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Bri B.

Personal Financial Planning

Jamie is great at responding, and answers every question we have with insightful thought and explanations. We feel like he's really listening to us, and acting in our best interest. We're very excited to have found him, and are recommending him to everyone!
Mar 30, 2021
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Verified
Lee W.

There are Financial Professionals, so called “experts” and some that actually call themselves gurus... and then there is Jamie Lima. Jamie conducts himself with the utmost dignity, authenticity and integrity that I’ve never looked anywhere else for all my money management and financial planning. He has put my mind at peace because he is a human being first, and he actually cares, this is not a transaction to him, he believes in transforming lives. His impact has been felt by everyone that comes in contact with him and works with him because he follows this one single code of philosophy: Serve the client diligently, go above and beyond and always tell the truth. It gives me great pleasure, pride, and honor to recommend his services and his abilities to anyone smart enough and lucky enough to meet him. There are Financial Professionals, so called “experts” and some that actually call themselves gurus... and then there is Jamie Lima. Jamie conducts himself with the utmost dignity, authenticity and integrity that I’ve never looked anywhere else for all my money management and financial planning. He has put my mind at peace because he is a human being first, and he actually cares, this is not a transaction to him, he believes in transforming lives. His impact has been felt by everyone that comes in contact with him and works with him because he follows this one single code of philosophy: Serve the client diligently, go above and beyond and always tell the truth. It gives me great pleasure, pride, and honor to recommend his services and his abilities to anyone smart enough and lucky enough to meet him.
May 1, 2020
Erin O.

Woodson Wealth Management was truly a pleasure to work with. You quickly realize you are not being "sold to, but that your needs and goals are a priority. I highly recommend this firm.
Apr 23, 2020
Credentials
License

License Type: Investment Adviser Firm (CA)

Background Check

Jamie Lima

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    Woodson Wealth Management is a fee-only firm. We do not receive commissions for any solutions we use in the financial or investment strategy planning we do.

  • What is your typical process for working with a new customer?

    We follow the CFP(R) process throughout our engagement. You should expect a discovery meeting where we get a chance to know one another, followed by the creation of a financial plan. From there, we will discuss investment solutions and implement the plan. As an ongoing service to you, we will continuously monitor the plan, making changes as your situation or the markets dictate.

  • What education and/or training do you have that relates to your work?

    I have spent nearly 20 years educating myself and working hands-on as a financial advisor. I am a CERTIFIED FINANCIAL PLANNER (TM) which means that I must abide by strict standards as it relates to financial planning and my overall business practices. And, yes, that means that I am a fiduciary for you.

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