Kevin Liu, CFP®

Senior Wealth Advisor, Director

Newport Beach, CA

LET’S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNERTM professional

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

We look forward to learning about your financial goals.

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