Kai Kramer, CFA Level 1 Candidate

Financial Advisor

Kai began his career at Platt Wealth Management in early 2021. He quickly earned the Series 65 Investment Advisor License and is currently pursuing the Chartered Financial Analyst (CFA) designation. Kai received his Bachelor’s degree in Economics from the University of California, Los Angeles, where he was a member of the Undergraduate Business Society. 

Kai is a born and raised San Diego native. He loves living by the beach and fondly remembers spending the summer days at Swamis and D Street Beach with his family. Having mastered the arts of wrestling and karate, Kai applies the same diligence and drive to portfolio management and financial planning.

What’s your favorite vacation spot? And why?

Tokyo, Japan. I’ve been lucky enough to travel there many times to visit my grandparents and experience the unique culture. Not to mention, eat some incredible food.

Why did you become a financial advisor/what inspired you to work in finance?

I saw how finances impacted my family from a very young age. I witnessed their struggle and quickly learned the importance of establishing a solid financial plan. When I learned more about a career in financial advising, I realized it was the perfect combination of two things I really enjoy: applying math and helping people.

I am happiest when…

…I am doing things I’m passionate about and working towards accomplishing my goals. I always strive to grow and learn and enjoy physically and mentally pushing myself to excel!

What hobbies do you enjoy? 

I have always enjoyed a lot of hobbies, from wrestling, surfing, and weight lifting, but right now, I’m working to perfect my golf game. I’m also passionate about sports, particularly the Lakers and Chargers.

What is your most treasured family tradition? And why?

Celebrating the Japanese New Year. The New Year is one of the biggest celebrations of any Japanese holiday. My family will get together and eat soba noodles representing health and longevity. I cherish any occasion that connects me to my family and Japanese heritage.

Knowledgeable and expert.