A legacy for generations

What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.

Grandmother laptop

Kenneth M.K. Lai, CFP®, CEPA®

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™

Personal & Community

  • He and his wife, Vivian, have two sons, Owen and Julian.
Registered States:
  • AZ
  • CA
  • CO
  • GA
  • HI
  • NV
  • OH
  • OR
  • SD
  • TX
  • WA

Education

  • B.B.A. Finance, University of Hawaii at Manoa
  • M.B.A., University of Hawaii at Manoa, Shilder College of Business

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Portfolio Manager
  • Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Legacy planning
Business Owners
733 Bishop Street
Suite 1600
Honolulu, HI 96813
  • (808) 526-6906

Email Me

Has inflation peaked?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

How do you plan confidently for the retirement you want?

Start by building a strategy based on the resources and needs over the course of your life.

Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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