Kaising Lui

Kaising Lui

Regional Vice President

Retirement Planning Specialist

At Retirement Group

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 AXA and acquired his CA Life Accident and Health Insurance license as well as his FINRA Series 7 & 66 licenses. 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 license, he got promoted and now runs a team of growing associates.

Kaising Lui believes in continuing education and last year became a Certified Financial Planner™. His goal is to continue to grow his team of competent and compassionate team of 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.
 


Kaising Lui offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Phone (213) 251 - 1668
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