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Member of the Peak American team since 2017
Leo Lim is a dedicated Retirement Advisor at Peak American Financial Group in Northern California and has been part of our team since 2017. Leo is an expert in helping clients mitigate market volatility and passing down assets to heirs in the most tax-efficient way. He listens intently to client concerns and provides clients with customized solutions that provide peace of mind.
Leo Lim is licensed to serve clients in California.
For more information, or to schedule a free financial review, please contact Leo so he can be prepared to serve you.
California
Regional Sales Executive
Nick Horsfall
Office Hours
| Monday | 8:30 am – 5:00 am |
| Tuesday | 8:30 am – 5:00 am |
| Wednesday | 8:30 am – 5:00 am |
| Thursday | 8:30 am – 5:00 am |
| Friday | 8:30 am – 5:00 am |
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Peak American Financial Companies, Inc. and Peak American Financial Group, Inc. is not a chartered bank or trust company, or depository institution. It is not authorized to accept deposits or trust accounts and is not licensed or regulated by any state or federal banking authority.
Neither Peak American nor any of its employees or advisors practice law. All legal questions and opinions are at the discretion of licensed attorneys that you engage.
