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.
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.
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 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!
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.
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.
Our Philosophy
We believe wealth management is more than just your finances. It’s about your vision for the future. At Platt Wealth Management, we turn your dreams into actionable plans with customized strategies that reflect your unique goals, values, and lifestyle.
We have a team of highly experienced, professional, and ethical people to assist you with your financial planning and investment management needs. We are committed to finding the right solutions for our clients and expanding our understanding of best practices for wealth management.
