Sam Lim Email & Phone Number

Sam comes from a thriving entrepreneurial background having starting his own restaurant and catering company in 2006. He started his career in financial services in 2002. As a successful entrepreneur and Financial Advisor, he helps individuals, families, small businesses, and foundations identify uncertainties in terms of investments, cash flow, liquidity needs, capital expenditures, and financial planning and retirement solutions. His team has offices conveniently located in the Greater Los Angeles Area and San Francisco Bay Area.In 2017, Sam joined Citi Personal Wealth Management as Vice President - Financial Advisor.In 2016, he was named to Morgan Stanley Wealth Management Pacesetter’s Club, a global recognition program for Financial Advisors who demonstrate the highest professional standards and first class client service. His philosophy of Wealth Management is focused on people. Sam concentrates on helping people reach their financial goals, while encompassing their individual needs and overall expectations. Sam emphasizes on getting to know his clients and their families and for them to get to know his for the long term. Sam received his bachelor’s degree from the University of California, Berkeley with a major in Economics and a Minor in Business. In his free time, you can find him on a golf course or at a major sporting event or concert.

Listed skills include Financial Services, Investment Management, and Insurance.

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  University Of California, Berkeley

  Finance