Team

Alexander H. Lim began his financial services career in the summer of 1997 as the first ever intern for Holstein & Morgan Financial Planning, Inc., the Financial Planning arm of the Morgan Financial Group (presently Lincoln Financial...

Steven Lim officially joined Lim Financial Group in 2015, though he has been interning with the firm for many years prior. Currently, Steven holds the position of Vice President and Director of Planning. As the Director of Planning,...