Kaising Lui graduated from UCLA with a degree in political science. After graduation, he worked as an intern for Morgan Stanley in the Private Wealth Management division where he gained valuable skills and knowledge on financial modeling. In 2011, he joined the company and acquired his CA Life Accident and Health Insurance license as well as his FINRA Series 7 & 66. After 2 years of being a financial professional he joined the PDM program to gain the training needed to become a Regional Vice President of the company. After acquiring his FINRA Series 24 Registered Principal, he got promoted and now runs a team of growing associates.
Kaising Lui believes in continuing education and last year he obtained the a Certified Financial Planner™ professional designation. His goal is to continue to grow his team of competent and compassionate financial professionals for years to come. His hobbies include sports, both watching and playing, and travelling the world. To learn more about Kaising Lui, feel free to visit his website at www.kaisinglui.com.
California Insurance License #: 0H41209
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.