Chris Lim is a Sr. Financial Planner for the Private Wealth division of Ronald Blue Trust and serves clients out of the branch office in Orange County, California.
Chris analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. He evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs.
Prior to joining the company, Chris worked as a Financial Associate with Mercer Global Advisors where he helped prepare and construct financial plans for clients.
Chris graduated from Westmont College in Santa Barbara, California earing a Bachelor of Arts in both Economics and History. He is also a CERTIFIED FINANCIAL PLANNERTM certificant.
Active in the community, Chris serves on the stewardship committee for his local church, helps organize men’s ministry events, and teaches personal finance courses. Chris is also involved in Bible Study Fellowship where he serves as the assistant teaching leader for the men’s class of Orange County. He works to train other leaders, gives lectures, and develops seminars to equip class members.
Originally from northern California, Chris now resides in Mission Viejo with his wife, Wendy, and their young son. When he has free time, he enjoys reading and watching his favorite sports teams from the Bay Area.