"Do the right thing. It will gratify some people and astonish the rest." Mark Twain
Kent Cai is a Certified Public Accountant (CPA) and holds a Master of Business Administration (MBA) with concentrations in Accounting and Finance. With more than 20 years of experience advising individuals, families, and business owners on accounting, taxation, and financial planning, Kent brings a unique perspective to wealth management. He joins LFA Private Wealth Management after an extensive career in public accounting, where he worked closely with clients on tax planning, business consulting, compliance, and long-term financial strategies. His expertise helps clients make informed decisions by considering the long-term impact of taxes, financial planning, and wealth preservation. Kent believes that effective wealth management extends beyond investments and begins with understanding each client's unique financial situation, goals, and values. His tax expertise complements LFA's comprehensive approach to helping clients preserve and grow their wealth.
Kent earned his bachelor's degree from Guangdong University of Foreign Studies and his Master of Business Administration from Dominican University of California. Originally from China, he is fluent in English, Mandarin, and Cantonese, allowing him to serve a diverse community of individuals, families, and business owners. He lives in Novato with his wife, Grace, and their three children, Molin, Yilin, and Ansen. Outside of work, Kent enjoys spending time with his family, hiking, cooking, and being actively involved in the community.