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
  • 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
  • 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

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