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Chan L
Series 63, Series 66
Skokie, IL
Savvy
Chan Lim is a financial advisor at Savvy with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Centric Wealth Management, Cetera, and TD Ameritrade. Lim is also involved with YOSAE LLC. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and fintech tools.
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