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Damian Lima
Financial Advisor
Edward Jones - Rocklin,CA
As an Edward Jones financial advisor, I am grateful to have the tremendous opportunity to partner with my community every day. As a son of two parents who worked as a means of necessity well into their seventies, my drive is to help clients...... Show More
Location & Business Hours
Business Hours
Tues
8 AM to 5 PM
Wed
8 AM to 5 PM
Thu
8 AM to 5 PM
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Damian continues to do stellar work with our modest investments. As we approach retirement we were concerned what it would look like. However over the past year we made some changes and our retirement outlook appears much better! He also made...
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About
As an Edward Jones financial advisor, I am grateful to have the tremendous opportunity to partner with my community every day. As a son of two parents who worked as a means of necessity well into their seventies, my drive is to help clients have a strategy to and through retirement, if possible, making working into retirement solely a choice.I've spent over 18 years working in the financial industry, partnering with clients to help meet their financial goals, from what mortgage best suits their needs to retirement income planning.I joined Edward Jones in 2018 to expand on my passion for helping people organize, grow and protect their finances, and one day pass on that wealth to their loved ones. I want to bring a sense of security to not only my clients, but to their families through keen listening and an established process where I create personalized strategies that help you and your family achieve your goals – today and tomorrow.Utilizing my CFP® and AAMS™ designation, I use an established process focusing on estate considerations and retirement solutions.As a longtime local resident, I feel a great tie to my community and learning from the diverse and exceptional people around me. During my free time, you will find me volunteering for the Placer Food Bank or participating with other local non-profit organizations, charities and fundraising events. I have the honor to serve on the board for both the Rocklin Chamber of Commerce and South Placer Rotary, while also a being a member of the South Placer Estate Planning Commission. I also enjoy the beautiful Northern California trails and scenery with my family.Relationships are built on trust and respect, and at our Edward Jones location off Lonetree Boulevard, together with my branch office administrator, Lorieann Graves, we place a strong focus on long-term, face-to-face relationships. With emphasis on partnership and trust, we invest our time in your needs, while you invest your trust in us.
Specialities
Estate & Legacy Strategies
Divorce Finances
Entrepreneurs & Business Owners
Business Retirement Plans
Charitable Giving
Retirement Income Strategies
Spending Time with Family
Volunteering
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FAQs
Here are some Frequently Asked Questions about Damian Lima
What organization is Damian Lima associated with?
Damian Lima is associated with Edward Jones.
What is Damian Lima’s work email address?
Damian Lima’s professional email address is d*********a@e**********.com. You can also email Damian Lima by clicking on the contact Damian Lima.
Where is Damian Lima based out of?
Damian Lima’s primary location is Rocklin, CA.
What is Damian Lima's phone number?
Damian Lima's phone number is (916) 782-0480
What is Damian Lima's title??
Damian Lima is a Financial Advisor.
