< Back To Search Results

CALL : (949) 404-5070

Christopher Lim, CFP®, CWS®

Private Wealth Advisor
Orange County, CA

Chris Lim is a Private Wealth Advisor for the Private Wealth division of Ronald Blue Trust and serves his clients out of the office in Orange County, California.

As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Chris uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Chris and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ 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.

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.


Copyright 2020 RonaldBlueTrust