Steven Lim

Q: What is Steven Lim email address?

Email Steven Lim at stevenlim@limfinancialgroup.com. This email is the most updated Steven Lim email found in 2026.

Q: How to contact Steven Lim?

To contact Steven Lim send an email to stevenlim@limfinancialgroup.com. If you want to call Steven Lim try calling on +14106450468.

Vice President & Director of Planning at Lim FInancial Group | Columbia, Maryland, United States

About Steven Lim

Steven Lim serves as the Vice President and Director of Planning at Lim Financial Group, where he leverages his extensive expertise in financial advisory services to guide clients through the complexities of investment and insurance planning. With a robust background as a Registered Investment Advisor, Steven is dedicated to identifying and addressing the unique financial needs of his clients, ensuring they receive tailored solutions that align with their long-term goals. His proficiency in various financial instruments is underscored by his Series 7 license in the State of Maryland, allowing him to offer a comprehensive range of securities and investment options.

At Lim Financial Group, Steven has spearheaded several key projects aimed at enhancing client engagement and financial literacy. His initiatives include developing educational workshops that empower clients to make informed decisions about their investments and insurance needs. Additionally, he plays a pivotal role in the strategic planning of financial portfolios, utilizing his analytical skills to assess market trends and client risk profiles.

Steven’s expertise extends beyond investment strategies; he is also licensed to produce Life, Health, Disability, and Long-Term Care insurance policies in Maryland. This multifaceted approach enables him to provide holistic financial planning services, ensuring that clients are well-protected against unforeseen circumstances. His strong time management and event planning skills facilitate seamless client interactions, while his adeptness in social networking enhances his ability to build lasting relationships within the community. Through his commitment to excellence and client-centric philosophy, Steven Lim continues to make a significant impact in the financial advisory landscape.

Steven Lim Work