Jan Lai, CFP® CWS® CTFA

More About Jan

Jan Lai is Senior Vice President and Senior Relationship Manager in the Kalai Services Group within The Private Bank of Bank of Hawaii and has over 40 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 managed trust accounts for executives and affluent individuals. Joining The Private Bank Kalai Services Group in 2017, she specializes in working with the high value clients of Bank of Hawaii, creating options for their complex banking, investment and financial goals.

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^TM (CFP®), Certified Trust and Financial Advisor (CTFA), and Comprehensive Wealth Strategist® (CWS®). Jan is a member of an advisory committee for a memorial fund through the Hawaii Community Foundation.