Leo Lim

Work History

Member of the Peak American team since 2017

Leo Lim

Northern California

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.

Locations Served


Regional Sales Executive
Nick Horsfall

Office Hours

Monday8:30 am – 5:00 am
Tuesday8:30 am – 5:00 am
Wednesday8:30 am – 5:00 am
Thursday8:30 am – 5:00 am
Friday8:30 am – 5:00 am