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portrait of Damian Lima
FINANCIAL ADVISOR

Damian Lima

AAMS™
6556 Lonetree Blvd, Suite 100, Rocklin, CA 95765opens in a new window
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About Damian

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 that features my clients as partners, not just investors.

I joined Edward...

Focus Areas

  • Estate & Legacy Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Charitable Giving
  • Retirement Income Strategies

Work History

  • Edward JonesFebruary 2018 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Sacramento State CollBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Sports Enthusiast
  • Personal Fitness
  • Mountain Biking

Team Members

  • Lorieann Graves
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(916) 782-0480

Fax

(855) 790-1199

Office Address

6556 Lonetree Blvd
Suite 100
Rocklin, CA 95765opens in a new window

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