SAN FRANCISCO--(BUSINESS WIRE)--NWK Group, Inc. an independent pension consulting and wealth management firm serving retirement plan sponsors, high-net-worth individuals and families; today announced that Christine Lim has joined the firm as Wealth Manager.
"The expansion of our wealth management team further strengthens our ability to meet the needs of our clients," noted Nadim Joseph Nahas, President of NWK Group Inc. "Christine Lim’s comprehensive understanding of wealth management services will greatly benefit NWK Group and our clients."
With over 10 years of senior investment management experience, she is an enthusiastic investment professional who is dedicated to helping clients achieve their financial goals.
Most recently, Christine worked at Charles Schwab for almost 5 years as Vice President of Client Services in San Francisco.
Prior to Charles Schwab she worked with wealth management clients at Merrill Lynch in Mill Valley, California and Fifth Third Bank Investments & Wealth Management located in Cincinnati, Ohio.
Christine has a Master of Business Administration from Xavier University in Cincinnati, Ohio and a Bachelor of Science degree in Economics from Vanderbilt University in Nashville, Tennessee.
She is presently enrolled at UC Berkeley Extension's Professional Sequence in Personal Financial Planning to obtain her CFP® CERTIFIED FINANCIAL PLANNER™.
She has served her local community by assisting on the board of San Francisco Adoptee Mentor Program and serving as a Volunteer Financial Coach at the San Francisco Homeless Prenatal Center Program. Her personal interests include running with her dog, playing tennis, picking up new hobbies and spending time with her loved ones.
We are pleased to have Christine Lim on board, and look forward to a prosperous future with her.
About NWK Group, Inc.
NWK Group is a registered investment advisor (RIA) that provides investment management, wealth advisory and retirement plan consulting to a select group of clients. Securities offered though First Allied Securities, Inc., A Registers Broker/Dealer, Member FINRA/SIPC