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Steven A. Lim, CFP®

Steven A. Lim, CFP®

Vice President & Director of Planning

After graduating Atholton High School in Columbia, Steven attended Howard Community College and The University of Maryland, Baltimore County where he obtained an Associate’s Degree in General Studies and a Bachelor’s of Science in Financial Economics.

Steven Lim officially joined Lim Financial Group in 2015, though he has been interning with the firm for many years prior. Steven has obtained his CERTIFIED FINANCIAL PLANNER™ certification, and is licensed in the areas of insurance, annuities, investments and financial planning. Steven also has completed a six part course sponsored by the FPA and AHA, receiving a certificate in "Mastery of Philanthropic Solutions in Financial Planning." Currently, Steven holds the position of Vice President and Director of Planning. As the Director of Planning, Steven works closely with Lim Financial Group’s Advisors in developing financial plans that help clients realize their dreams and make them a reality.  

When he is not working, Steven spends most of his time volunteering at The U.S. Jow Ga Martial Arts as an Head Coach and Administration Manager. Steven enjoys teaching the members of the school that Kung Fu is not just about self-defense but mentality and way of life. He wishes to bring over those leadership skills and values into his role at Lim Financial Group by creating a family-like atmosphere through the tenants of kindness, respect, loyalty, discipline, humility and honor.