Jamie M. Lima, Mba, Cfp®, Cdfa®

Jamie M. Lima, Mba, Cfp®, Cdfa® Email and Phone Number

Co-Founder and CEO | SecureSplit (B2B LegalTech SaaS) @ SecureSplit
United States
Jamie M. Lima, Mba, Cfp®, Cdfa®'s Location
San Diego Metropolitan Area, United States, United States
Jamie M. Lima, Mba, Cfp®, Cdfa®'s Contact Details

Jamie M. Lima, Mba, Cfp®, Cdfa® work email

Jamie M. Lima, Mba, Cfp®, Cdfa® personal email

Jamie M. Lima, Mba, Cfp®, Cdfa® phone numbers

About Jamie M. Lima, Mba, Cfp®, Cdfa®

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 my time working with those navigating the financial issues that arise with divorce and mid-career professionals working to maximize their wealth. 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.

Jamie M. Lima, Mba, Cfp®, Cdfa®'s Current Company Details
SecureSplit

Securesplit

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Co-Founder and CEO | SecureSplit (B2B LegalTech SaaS)
United States
Jamie M. Lima, Mba, Cfp®, Cdfa® Work Experience Details
  • Securesplit
    Co-Founder And Ceo | Securesplit (B2B Legaltech Saas)
    Securesplit
    United States
  • Allegiant Divorce Solutions
    Founder, Planner, And Certified Mediator
    Allegiant Divorce Solutions Apr 2023 - Present
    Leveraging almost two decades of financial planning experience, Allegiant Divorce Solutions helps our clients navigate the financial complexities of divorce.
  • Woodson Wealth Management
    President, Certified Financial Planner ­™
    Woodson Wealth Management Apr 2020 - Present
    Ramona, California, Us
    • Dedicated to serving those who want help managing their financial future by providing advice in a variety of areas including investment strategy, estate planning, and tax planning.• Offering my experience as an unbiased and fee-only financial planner to provide un-conflicted insight into clients' wealth management strategies.
  • Fidelity Investments
    Vice President, Financial Consultant
    Fidelity Investments Apr 2017 - Feb 2020
    Boston, Ma, Us
    • Oversaw a $1.2B portfolio, conducted financial reviews, provided daily support, guidance and acted as a liaison between Servicer and Investor• Expanded investment book from $900M to $1.2B AUM in 1.5 years• Executed $40M+ in investment/managed account sales per year in last 8 years with company• Solicited and accepted feedback, researched and prioritized branch issues and opportunities, and partnered with home office product owners to drive solutions as a Lightbulb advisor
  • Fidelity Investments
    Vice President, Regional Planning Consultant
    Fidelity Investments Nov 2015 - Apr 2017
    Boston, Ma, Us
    • Led and developed branch teams toward the top ten sales percentage in the Pacific Market YoY• Trained and developed sales staff to cross-sell across multiple lines of business which resulted in an increase in overall sales by 17%• Consistently ranked in top 10% for product sales YoY• Collaborated with employees, customers and business partners to ensure accurate and timely delivery of products and services• Conducted seminars and workshops on multiple financial planning topics
  • Fidelity Investments
    Vice President, Financial Consultant
    Fidelity Investments Jul 2011 - Nov 2015
    Boston, Ma, Us
    • Oversaw a $350M portfolio• Expanded investment book from $0 to $350M AUM in 4 years• Ranked in top 3% for net new money three years in a row• Collaborated with Home Office business partners to create and iterate the Income Strategy Evaluator 2.0 for national launch using Agile framework• Provided Voice of the [Field and] Customer (VoCA) feedback to key decision makers and Home Office business partners
  • Morgan Stanley Smith Barney
    Financial Advisor
    Morgan Stanley Smith Barney Apr 2005 - Jul 2011
    New York, Ny, Us
    • Oversaw a $150M portfolio• Expanded investment book from $0 to $150M AUM in 3 years• Ranked in top 10% out of 150 Financial Advisors by consistently generating revenue above yearly goals

Jamie M. Lima, Mba, Cfp®, Cdfa® Skills

Certified Financial Planner Training And Development Client Relations Financial Planning Investments Wealth Management Asset Allocation People Development Employee Training Coaching Asset Location Workplace Investments Hold Series 31 Hold Series 7 Hold Series 66 Family Conversations Seminar Presentations Wealth Transfer Leadership Team Leadership Employee Counseling Consultative Selling Consultation Organization Skills Organizational Leadership Written Communication Financial Services Sales Performance

Jamie M. Lima, Mba, Cfp®, Cdfa® Education Details

  • National University
    National University
    Organizational Leadership
  • University Of Phoenix
    University Of Phoenix
    Finance

Frequently Asked Questions about Jamie M. Lima, Mba, Cfp®, Cdfa®

What company does Jamie M. Lima, Mba, Cfp®, Cdfa® work for?

Jamie M. Lima, Mba, Cfp®, Cdfa® works for Securesplit

What is Jamie M. Lima, Mba, Cfp®, Cdfa®'s role at the current company?

Jamie M. Lima, Mba, Cfp®, Cdfa®'s current role is Co-Founder and CEO | SecureSplit (B2B LegalTech SaaS).

What is Jamie M. Lima, Mba, Cfp®, Cdfa®'s email address?

Jamie M. Lima, Mba, Cfp®, Cdfa®'s email address is ja****@****ner.com

What is Jamie M. Lima, Mba, Cfp®, Cdfa®'s direct phone number?

Jamie M. Lima, Mba, Cfp®, Cdfa®'s direct phone number is +190929*****

What schools did Jamie M. Lima, Mba, Cfp®, Cdfa® attend?

Jamie M. Lima, Mba, Cfp®, Cdfa® attended National University, University Of Phoenix.

What are some of Jamie M. Lima, Mba, Cfp®, Cdfa®'s interests?

Jamie M. Lima, Mba, Cfp®, Cdfa® has interest in Distance Running, Children, Baseball (Red Sox), Economic Empowerment, Education, Football (Patriots), Travel, Health.

What skills is Jamie M. Lima, Mba, Cfp®, Cdfa® known for?

Jamie M. Lima, Mba, Cfp®, Cdfa® has skills like Certified Financial Planner, Training And Development, Client Relations, Financial Planning, Investments, Wealth Management, Asset Allocation, People Development, Employee Training, Coaching, Asset Location, Workplace Investments.

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