Chris Lim, CFP®, CWS®
Private Wealth Advisor
Orange County, CA
Connect With Me
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.
Resources
We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.