Woodson Wealth Management Expands Team with Hiring of Simranjot 'Sim' Bachal, MBA, CFP®, CFA
Sim Bachal, MBA, CFP®, CFA®
Simranjot 'Sim' Bachal, MBA, CFP®, CFA joins Woodson Wealth Management, expanding the team’s expertise in client-focused financial planning solutions.
Sim is a highly skilled financial professional with a distinguished background in equity compensation planning, integrated tax strategies, and financial goal-setting. His deep understanding of the unique financial opportunities and challenges faced by tech professionals—particularly those managing Incentive Stock Options (ISOs), Restricted Stock Units (RSUs), Non-Qualified Stock Options (NQSOs), and Employee Stock Purchase Plans (ESPPs)—positions him as a trusted advisor in the tech industry. Sim’s approach empowers clients to make informed decisions, reduce risk, and build a sustainable path to financial independence.
“Sim brings an exceptional combination of technical expertise, strategic vision, and genuine care for his clients’ success,” said Jamie Lima, founder and president of Woodson Wealth Management. “His ability to tailor solutions to the needs of tech professionals aligns perfectly with our mission of providing personalized, client-centered financial planning.”
Sim earned his Chartered Financial Analyst (CFA) and Certified Financial Planner™ (CFP®) designations, in addition to an MBA, and has dedicated his career to creating customized financial strategies that integrate tax considerations seamlessly into broader financial plans. His work has empowered clients to align their financial strategies with their personal and professional aspirations, ensuring they can focus on what they do best while building a secure future.
When he’s not working with clients, Sim enjoys staying active with his wife, Jessica, and their two young daughters, ages 4 and 2. Whether at the gym, on his Peloton, swimming, or enjoying the outdoors, Sim prioritizes a healthy and balanced lifestyle.
Jamie Lima added, “Sim’s focus on equity compensation and his ability to connect with clients on a personal level enhances our firm’s depth and breadth of expertise. We are proud to welcome him to the Woodson Wealth Management family.”
About Woodson Wealth Management
Woodson Wealth Management is a fee-only financial planning and investment management firm dedicated to helping clients manage, maximize, and grow their wealth. With a team of CERTIFIED FINANCIAL PLANNER™ professionals and support staff, the firm prioritizes fiduciary responsibility and client success.
To learn more about Woodson Wealth Management, please visit www.woodsonwm.com.
Media Contact:
Jamie Lima
Woodson Wealth Management
jamie@woodsonwm.com
Jamie Lima
Woodson Wealth Management
+1 858-923-4500
email us here
Distribution channels: Business & Economy
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