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Driven by a passion to do the best for his clients, Kai (Kaising) Lui, CFP® Co-founded LA Pension Planners. He has been a licensed Financial Professional since 2011 and a Registered Securities Principal since 2013. He has since also obtained his CFP designation. He graduated from UCLA with a degree in political science. After graduation, he decided to gain some experience in financial advising and ended up falling in love with the career.

Kai believes a life worth living is one with positive impact on others and by placing a high value on his relationships strives to lead his team by example. One of Kai’s greatest joys is seeing his team of associates succeed in helping their clients work towards their financial goals and gain confidence in the future.

Outside of work, you will often find him hiking with his wife, Lanie, daughter Skyla (born 2020) and son Ashton (born 2023). (Yes, they both get carried, but love the outdoors!) Kai & Lanie are both SCUBA Certified and try their best to find time to explore all the adventures life has to offer. His hobbies include, bowling, snowboarding and basketball. (GO BRUINS!)


Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

ABOUT

 

 

Securities and Investment Advisory services offered through GWN SECURITIES, INC. A Registered Investment Advisor. Member FINRA (www.finra.org) /SIPC (www.spic.org). 11440 N Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. LA Pension Planners and GWN Securities, Inc. are non-affiliated companies

   © 2021 LA Pension Planners

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