Lorraine Sim, CFP®, CFA®

More About Lorraine

Lorraine Sim is a Vice President and Senior Financial Advisor at Bankoh Advisors. With over 15 years of experience in the financial services industry, Lorraine brings knowledge and experience to assist clients with comprehensive financial planning to work towards their financial goals. She brings insights in wealth management, investment analysis, portfolio construction, retirement planning, long-term care, annuities, and life insurance.

Prior to joining Bankoh Advisors in 2018, Lorraine worked at a global financial services firm. She earned her bachelor of arts degree in business administration from California State University, Fullerton, and completed the education requirements for her certificate in financial planning at University of California, Los Angeles.

In 2022, she completed the Chartered Financial Analyst Program with the CFA® Institute. Lorraine is a Certified Financial Planner® Professional and Chartered Financial Analyst®. She is member of the Financial Planning Association of Hawaii and CFA Society Hawaii.

Lorraine enjoys spending time with her family and two rescue cats in addition to the excitement of exploring the outdoors while hiking, paddleboarding, skiing, or golfing.