Kenneth M.K. Lai, CFP®, CEPA®
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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
  • NV
  • OH
  • OR
  • SD
  • TX
  • WA

Kenneth M.K. Lai, CFP®, CEPA®

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

Kenneth M.K. Lai, CFP®, CEPA®

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

Financial planning
Retirement planning
Legacy planning
Business Owners

Kenneth M.K. Lai, CFP®, CEPA®

733 Bishop Street
Suite 1600
Honolulu, HI 96813

Email Me

kenneth.lai@ubs.com
Kenneth M.K. Lai, CFP®, CEPA®
733 Bishop Street,Honolulu,HI,96813

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
  • 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

Email Me

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Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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