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Chris Lim

Chris Lim, CFP®, CWS®

Private Wealth Advisor
Orange County, CA

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Services Offered

  • Financial Planning
  • Investment Management
  • Trust Services
  • Private Wealth
  • Business Consulting
  • Ministry Services

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.

Chris has worked in the financial services industry for over a decade. 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 earning a BAs 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 an assistant to the teaching leader for the men’s class of south 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 two young sons. When he has free time, he enjoys reading and watching his favorite sports teams from the Bay Area.

My wife, Tammy, and I have been working with Chris for over six years and the greater firm of Ronald Blue Trust since the 1990s.  Chris has been a great resource; he has been there for us through challenges.  He gets back to us quickly with responses to our unique needs.  He supplies great insight and wisdom at each meeting and on an as needed basis.  His knowledge and use of the tools and processes are excellent, ultimately bringing us greater clarity and focus.

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