Kevin Liu

Wealth Advisor, Director

Irvine, CA


Kevin is a Wealth Advisor at MAI based out of the Irvine, California office. Kevin works with individuals and families to develop comprehensive financial plans. He is also responsible for the overall implementation and monitoring of these financial plans and investment portfolios.

He joined the firm in 2022. Before MAI, Kevin was a Client Advisor at Whitter Trust Company, where he provided holistic wealth management for ultra-high net worth families and business owners. Kevin also worked at Goldman Sachs, where he managed investment portfolios, did tax planning and preparation, estate planning and insurance reviews for fortune 500 executives.

Kevin is currently enrolled in his MBA at the University of California, Irvine. He earned his BS in Business Administration with a concentration in finance from University of California, Riverside.

Community Involvement

He serves on the board of the University of California, Irvine, Merage Real Estate Association.

We look forward to learning about your financial goals.