PROFESSIONAL PROFILE
Linda Lim is a Financial Advisor with The Maresh-Yoshida Group.
The Maresh-Yoshida Group has been selected as "one of the most successful retirement plan advisers" for 2006, 2007, 2008 and 2009 by PlanSponsor Magazine.
ABOUT THE GROUP
Individual Clientele
The Maresh-Yoshida Group provides private advisory services for business owners, corporate executives, and high net worth individuals. By focusing on their client's priorities such as retirement, investments, mortgage, or estate and college planning, The Maresh-Yoshida Group develops and implements a customized asset allocation model to help protect and help grow investments with the appropriate level of risk and tax efficiency.
Our greatest satisfaction comes from clients' financial success and the long-term partnership we develop together.
Corporate Clientele
As the Retirement Plan Advisory Team for Merrill Lynch for Central Texas, The Maresh-Yoshida Group excels in matching a company's specific benefit needs to an appropriate retirement plan. Specifically, the group assists retirement plan sponsors in making their plan more successful through a well-defined service model, customized participant education and access to the industry's most robust investment tools. By guiding plan sponsors through the investment selection and plan monitoring process, The Maresh-Yoshida Group is integral in helping companies meet their fiduciary obligations.
ABOUT ME
With individual clientele, I make it a priority to understand our client's personal priorities and challenges in life so as to best assist them in all aspects of their wealth management.
With corporate clientele, my focus is in helping plan participants with asset allocation, financial reviews and retirement analysis. In addition, I assist clients in planning and transitioning of assets after life changes.
I have received the Chartered Retirement Planning Counselor (CRPC) designation, Series 7 and Series 66 registrations and Texas Life, Accident and Health Insurance licensing. I am a graduate of Southwestern University in Georgetown, Texas with a B.A. in Business focusing on Financial Analysis and Investments.
To learn more about my team, The Maresh-Yoshida Group, please visit: http://fa.ml.com/my_group