Licenses and Certifications:
7, 63 and 66, EA
Kai grew up in Carlsbad and graduated from San Diego State University with a major in Financial Services. He worked at San Diego Tax and Financial Associates for two years where he learned how to prepare taxes, obtained his life, health and accident insurance license and was introduced to the financial services industry. Kai joined Solomon Wealth Management in 2022 as an intern. In 2023 he obtained his Enrolled Agent license as well and his Series 7 and 66 licenses. Kai now offers financial advisory services as well as tax preparation. Some of Kai’s hobbies are surfing, skating and reading. He also likes to socialize with friends, meet new people, hike and camp.