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.

Kenneth holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #2015722

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • HI
  • 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

Focus on liquidity management

CIO House View monthly livestream

Tree

UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights