More About Jan
Jan Lai is Senior Vice President and Senior Fiduciary Leader and Relationship Manager in the Kālai Services Group and has over 35 years experience in the financial industry. She started her Bank of Hawaii career in the Tax Department in 1980. After three and a half years, she joined the Personal Trust Administration Department of Private Client Services, where she manages trust accounts for executives and affluent individuals.
Jan received a bachelor degree in accounting from the University of Hawaii at Manoa. She is a graduate of the American Bankers Association's National Graduate Trust School and holds professional designations as a Certified Financial Planner™ (CFP), Certified Trust and Financial Advisor™ (CTFA), and Comprehensive Wealth Strategist™ (CWS). Lai is a member of an advisory committee for a memorial fund through the Hawaii Community Foundation.
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