info@wealthwithbillylim.com  |  (626)-550-9393

Broker Check

About Billy Lim

With more than a decade of experience in financial services, Billy Lim is a Registered Representative licensed in multiple states who has helped hundreds of families build and protect their wealth. His clients include young professionals, retirees, small business owners, and entrepreneurs. Beyond guiding families toward financial independence, Billy also mentors individuals who want to launch their own careers in financial services.

Before becoming a financial professional, Billy built a reputation for excellence in another field. At just 24, he became a master auto technician and spent 16 years at DTLA Nissan Motor. That same discipline and commitment to precision now define his approach to financial planning.

Billy’s passion for legacy-building is rooted in his upbringing in Cambodia, where he watched his parents—hardworking business owners—strive to create a better life for their family. Inspired by their example, he is committed to creating wealth and security not only for his own children but also for future generations of families he serves.

Together with his wife and business partner, Pisey Lim, Billy is building a financial legacy for their two sons and daughter, while empowering other families to plan confidently for the future.

SMART DECISIONS, SMART GOALS

Unlock the potential of your wealth with strategies designed just for you.

Expert Guidance

Benefit from years of experience and deep financial insights tailored to your needs.

Customized Plans

Receive personalized strategies that align with your financial goals and lifestyle.

Comprehensive Support

Enjoy ongoing support and advice to navigate your financial journey with confidence.

Proven Results

Experience strategies that have been tested and proven to deliver results over time.

Our Core Services

Explore the essential services we offer to support your financial growth and security.

Variable Annuities

Variable annuities are utilized as a tax-advantaged way to create a more predictable income in retirement and to transfer wealth to loved ones. When you purchase a variable annuity with a one-time payment or a series of payments, you enter a contract with an insurance company in which it promises to make a lump sum or series of payments to you either immediately or in the future.

Insurance Protection
The most important part of preparing for the future is protecting it. As a TFA representative, I can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly, or become disabled, there are products that can help protect the life you’ve built for you and your loved ones.
Business Strategies
Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future safety of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.
College Funding
No parent wants to compromise the quality of their children’s education, yet tuition costs continue to rise. Whether you’re preparing to send your first – or fifth – child to college, I am here to share useful tactics on how to effectively support your children’s future while still saving for yours.
Legacy Strategies
Without a personal legacy strategy, the value of your estate can be eroded by taxes and assets may be dispersed in unintended ways. I can work with your attorney and tax professional to fund legacy strategies that can include life insurance products to keep your loved ones secure long after you’re gone.
Long Term Care
Long-term care planning is often overlooked but can be a key component of a solid financial foundation, especially as people continue living longer. Although your need may be far into the future, the time to plan for it is now – to help ensure expenses are covered if and when extended care is needed.
Retirement Strategies
The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a TFA representative, I can provide a variety of options to help you prepare for your leisure years without having to sacrifice your quality of life.
Life Insurance
A comprehensive life insurance policy is key to protecting those you care about most. Whether you are looking for simple and inexpensive coverage or a policy that offers additional benefits such as retirement income, I can walk you through the main types of insurance and help you decide which one is right for you.
Disability Insurance
Don’t let an unexpected disability compromise your prime earning years. With disability insurance you can still receive income even if you’re unable to work due to an injury or other unforeseen circumstance.

Join Our Dynamic Team

Become a part of our innovative team and help shape the future of financial guidance. We offer a supportive environment where your growth and success are our priorities. Join us today and make a difference!

Explore Opportunities

Download Your Free Starter Guide

Unlock the secrets to successful wealth management with our comprehensive starter guide. Enter your email below to receive your free copy and start your journey towards financial independence.

3 + 7 =

Verify Our Credentials

Trust and Transparency in Financial Guidance

At Wealth with Billy Lim, we prioritize transparency and trust. We encourage you to verify our professional background through FINRA’s BrokerCheck. This ensures you are partnering with a credible and reliable financial advisor committed to your financial success.

Take the Next Step in Your Financial Journey

Unlock your potential with personalized wealth strategies. Schedule a call with us or download our comprehensive starter guide to begin your path to financial success.

Get Started Now