LEO Wealth is excited to welcome David Lim as a Financial Advisor in our Asia business. With over 22 years of experience in the financial services industry, David brings a wealth of knowledge and a dynamic approach to wealth management.
David has a proven track record in insurance, investment sales, asset management, and financial planning. He has been serving clients as a financial investment advisor since 2003 in the San Francisco Bay Area, where he honed his skills in effective management, product knowledge, and customer service. His keen listening abilities enable him to understand and address clients’ unique financial needs, ensuring personalized solutions that drive results.
Before joining LEO Wealth, David spent 16 years at The Investment Center (now LPL Financial) and six years as a Senior Financial Advisor at Waddell & Reed in San Mateo, California. There, he developed and implemented comprehensive financial plans for individuals and businesses alike.
A cum laude graduate from the University of San Francisco, David holds a bachelor’s degree in Computer Science. He is a licensed broker with FINRA Series 7 and Series 66 certifications and is also an Enrolled Agent (EA) with the Internal Revenue Service. Additionally, he holds state insurance licenses for health, life, and annuity insurance in California.
We are thrilled to have David join our team at LEO Wealth. His extensive experience and client-centric approach align perfectly with our commitment to providing exceptional wealth management services. We look forward to the value he will bring to our clients and our firm.
