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재정전문가

EUI LIM
EUI LIM NAPA CPFA®, FSCP®
  • Field Vice President
    Financial Advisor
    Private Asset Mgt., Qualified Plans-401(k) & Pensions, Life & Annuity
  • CA LICENSE #: 0D95415
    CRD #: 4600154

Background, Career and Focus
After graduating from University of California, Irvine, Eui aspired to pursue her career in the legal field to help and give back to her community. However, she turned her passion in helping others away from legal arena to financial planning and literacy. Eui began her career in financial advising with Precision Wealth, spring of 2002, mainly concentrating on comprehensive plan for individuals and families. 
As she gained wide spectrum of experience through diverse clientele, Eui recognized the need for growth and expansion to advanced markets; i.e., business planning, legacy planning. She started her own agency, EB Wealth Financial, and in the brink of pandemic, Eui Lim joined Allmerits Financial and Allmerits Asset in 2019 to share in theirs endeavors to become one of the most resourceful and efficient financial company in Korean American community. 
Alongside the CEO of Allmerits, Brian Lee, Eui was able to redirect and refocus her passion to take part in a financial organization with the mission service the underserved Korean American community. She continues to endeavor to learn, research, and implement the necessary tools and products to help her clients in achieving their financial goals in the areas such as; tax management, risk diversification, investments return and benefits, etc.

Roles and Responsibilities
Eui Lim is a financial advisor to individual, families, and corporate clients. She custom-tailors plans to fit the needs of each client, based on thorough fact findings with appropriate advice and products necessary to achieve the goal of the plan. She also works with other financial professions, i.e., CPAs, estate attorneys, and CFAs to assist and facilitate advance cases as well as complex planning. 
Eui Lim is an Investment Adviser Representative who makes any recommendations or otherwise renders advice regarding securities; manages accounts or portfolios of clients; determines which recommendation or advice regarding securities should be given. 

Hobbies and Passion
Outside of her career, Eui Lim enjoys spending her time with her life partner, Billy, and her puppies, Mango and Kiwi, and cultivating her vegetable garden. Her passion extends to teaching and tutoring students in all levels of academia as well as educating our next generation in financial fundamentals by holding Annual Youth Money Camp with Allmerits Financial for the last 7 years. 

Professional Licenses and Designations
NAPA Certified Plan Fiduciary Advisor, CPFA®; the Financial Service Certified Professional, FSCP®;  Series 65, Investment Advisor Representative.

Educations
Eui J. Lim hold Bachelor of Arts in Political Science, Bachelor of Arts in International Studies; and Minor in Conflict Resolution from University of California, Irvine 2000.