Kevin Liu, CFP®

Designations​

• CERTIFIED FINANCIAL PLANNER^® professional¹​

​

Work Experience ​

• Works with individuals and families to develop comprehensive financial plans and is responsible for the overall implementation and monitoring of these financial plans and investment portfolios​
• Prior to joining MAI in 2022, he was a Client Advisor at Whittier Trust Company, where he provided holistic wealth management for ultra-high net worth families and business owners​
• Previously he worked at Goldman Sachs, where he managed investment portfolios, did tax planning and preparation, estate planning, and insurance reviews for fortune 500 executives​

​

Life Outside of MAI ​

• Enjoys snowboarding, traveling, reading and golf​

​

Education​

• University of California, Riverside, BS in Business Administration, concentration in finance​
• University of California, Irvine, MBA, Immersion in Real Estate and Urban Development

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) 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.​