Kwan Lau, CFP^®, ChFC
Senior Vice President – Wealth Management
Senior Wealth Advisor

Citi Personal Wealth Management helps you connect future aspirations and present needs. Whether you are looking ahead to retirement, planning a child’s education or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.

Backed by Citi’s wealth planning process and product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – from identifying your financial goals to helping you make them a reality. We’ll also work with Citi colleagues in banking and lending to help simplify your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.

About Kwan Lau

As a Senior Wealth Advisor for Citi Personal Wealth Management, Kwan Lau applies a unique global perspective for her clients with financial planning, retirement planning, portfolio management, insurance and wealth transfer, multigenerational family planning, and estate and legacy planning by working with client's legal and tax advisors.

With 15 years of experience in the banking and financial services industry, Kwan most recently worked as a financial advisor at Cathay Wealth Management. Prior to that, she was a financial solutions advisor for Merrill Edge.

Fluent in Chinese (Mandarin and Cantonese), Kwan grew up in Hong Kong.

She graduated with a B.A. in psychology from the California State University of Los Angeles, has Series 7, 63 and 65 securities licenses and is life insurance and annuity licensed.

Outside of work, she enjoys traveling and snowboarding.