David Lim is an enrolled agent with the IRS. He also holds the FINRA series 7 and Series 65 licenses in addition to a General Lines of Insurance licenses. His goal is to provide high levels of client services in his specialty areas of tax and investment services.

He works with many expat employees of American high tech and Fortune 500 companies, as well as various international schools. He lives with his wife, Chiara and daughter, Sofia in Singapore. Chiara is a partner at a leading design consultants for the hospitality, leisure and entertainment architecture company. Sofia is a student at an international school in Singapore.