AeroLeads people directory · profile
Jamie M. Lima, Mba, Cfp®, Cdfa® Email & Phone Number
Co-Founder and CEO | SecureSplit (B2B LegalTech SaaS)
at
SecureSplit
1 work email found
@ierunner.com
2 phones found area 909
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Co-Founder and CEO | SecureSplit (B2B LegalTech SaaS)
Location
San Diego Metropolitan Area, United States
Who is Jamie M. Lima, Mba, Cfp®, Cdfa®? Overview
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Quick answer
Jamie M. Lima, Mba, Cfp®, Cdfa® is listed as Co-Founder and CEO | SecureSplit (B2B LegalTech SaaS) at SecureSplit, based in San Diego Metropolitan Area, United States. AeroLeads shows a work email signal at ierunner.com, phone signal with area code 909, and a matched LinkedIn profile for Jamie M. Lima, Mba, Cfp®, Cdfa®.
Jamie M. Lima, Mba, Cfp®, Cdfa® previously worked as Founder, Planner, and Certified Mediator at Allegiant Divorce Solutions and President, CERTIFIED FINANCIAL PLANNER ™ at Woodson Wealth Management. Jamie M. Lima, Mba, Cfp®, Cdfa® holds Mba, Organizational Leadership from National University.
Company email context
Email format at SecureSplit
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{first}@ierunner.com
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AeroLeads found 1 current-domain work email signal for Jamie M. Lima, Mba, Cfp®, Cdfa®. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Certified Financial Planner, Training And Development, Client Relations, Financial Planning, and 24 others.
Current workplace
Jamie M. Lima, Mba, Cfp®, Cdfa®'s current company
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7 roles
Jamie M. Lima, Mba, Cfp®, Cdfa® work experience
A career timeline built from the work history available for this profile.
Founder, Planner, And Certified Mediator
CurrentLeveraging almost two decades of financial planning experience, Allegiant Divorce Solutions helps our clients navigate the financial complexities of divorce.
Apr 2023 - Present
President, Certified Financial Planner ™
Current• 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.
Apr 2020 - Present
Vice President, Financial Consultant
• 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
Apr 2017 - Feb 2020
Vice President, Regional Planning Consultant
• 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
Nov 2015 - Apr 2017
Vice President, Financial Consultant
• 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
Jul 2011 - Nov 2015
Financial Advisor
• 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
Apr 2005 - Jul 2011
2 education records
Jamie M. Lima, Mba, Cfp®, Cdfa® education
Mba, Organizational Leadership
National University
Bachelor Of Science, Finance
University Of Phoenix
FAQ
Frequently asked questions about Jamie M. Lima, Mba, Cfp®, Cdfa®
Quick answers generated from the profile data available on this page.
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 SecureSplit?
Jamie M. Lima, Mba, Cfp®, Cdfa® is listed as Co-Founder and CEO | SecureSplit (B2B LegalTech SaaS) at SecureSplit.
What is Jamie M. Lima, Mba, Cfp®, Cdfa®'s email address?
AeroLeads has found 1 work email signal at @ierunner.com for Jamie M. Lima, Mba, Cfp®, Cdfa® at SecureSplit.
What is Jamie M. Lima, Mba, Cfp®, Cdfa®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 909 for Jamie M. Lima, Mba, Cfp®, Cdfa® at SecureSplit.
Where is Jamie M. Lima, Mba, Cfp®, Cdfa® based?
Jamie M. Lima, Mba, Cfp®, Cdfa® is based in San Diego Metropolitan Area, United States while working with SecureSplit.
What companies has Jamie M. Lima, Mba, Cfp®, Cdfa® worked for?
Jamie M. Lima, Mba, Cfp®, Cdfa® has worked for Securesplit, Allegiant Divorce Solutions, Woodson Wealth Management, Fidelity Investments, and Morgan Stanley Smith Barney.
How can I contact Jamie M. Lima, Mba, Cfp®, Cdfa®?
You can use AeroLeads to view verified contact signals for Jamie M. Lima, Mba, Cfp®, Cdfa® at SecureSplit, including work email, phone, and LinkedIn data when available.
What schools did Jamie M. Lima, Mba, Cfp®, Cdfa® attend?
Jamie M. Lima, Mba, Cfp®, Cdfa® holds Mba, Organizational Leadership from National University.
What skills is Jamie M. Lima, Mba, Cfp®, Cdfa® known for?
Jamie M. Lima, Mba, Cfp®, Cdfa® is listed with skills including Certified Financial Planner, Training And Development, Client Relations, Financial Planning, Investments, Wealth Management, Asset Allocation, and People Development.
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