Certified Financial Planner™ Professional

Paul is a CERTIFIED FINANCIAL PLANNERTM Professional with the Wealth Consulting Group. He graduated from Johns Hopkins University with a Bachelor’s Degree in Economics and has been recognized throughout his career for both his professional achievements and outstanding community service in the Greater San Diego Area. His dedication to achieving both personal and professional excellence began early on as evidenced by his being named a “30 Under 30 – San Diego County Leader” by Patch San Diego received in 2012*.

In 2019 he was recognized as one of the “Top Next Generation Wealth Advisors” in Forbes Magazine.  Paul is also a multi-year recipient of the Five Star Wealth Manager Award as published in San Diego Magazine®** whose members represent less than 5 percent of financial advisors in the area.

In addition to accolades received from both the United States Congress and California State Senate, Paul served as the San Diego Chapter President for the National Association of Asian American Professionals (NAAAP): the oldest, largest and fastest-growing pan-Asian professional organization with chapters in 28 major metropolitan cities across North America.

He currently serves as a Board Member for the San Diego Financial Literacy Center (SDFLC), a non-profit organization providing free financial education and debt management services to the public. 

*Award given by Patch San Diego to 30 professionals making a difference in our world.

**Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013-2015 Five Star Wealth Managers.

Paul Lim is a registered representative with and securities offered through LPL Financial, member FINRA/SIPC.