Coach Of 2023 CEE National Personal Finance Challenge

Southern California Champion

Kai Tian is the Principal of Nautilus Family Office, a team that dedicated to managing the wealth and preserving the legacies of high-net-worth families. With over 18 years in financial planning, asset management, and private equity, Kai has built a reputation as a trusted advisor in the family office space.

Before founding Nautilus Family Office in 2009, he was Director of Private Banking at a major international bank. His firm excels in offering tailored solutions that encompass estate planning, tax strategies, philanthropy, and investment management, specializing in multigenerational wealth growth and preservation.

Kai is a Charted Financial Analyst (CFA), Financial Risk Manager (FRM), and Chartered Alternative Investment Analyst (CAIA). He is also a passionate advocate for education and mentorship. Kai frequently lectures at business schools and finance seminars, sharing his insights and experiences to nurture the next generation of financial leaders. He has been featured in various financial publications and panels discussing topics related to wealth management and family offices.

• Highly accomplished professional with a robust educational background and extensive industry experience.
• Doctor of Business Administration from West Virginia University,specializing in machine learning for financial fraud detection.
• Over 24 years of experience in advanced analytics, research, andmodeling in Insurance Groups and Investment Banks.
• Instructed various economic courses for university and high school students.

• Excels in teaching AP Macroeconomics, and passionately guiding students to triumph in personal finance contests and events.
• Students under David's guidance have succeeded in various personal finance contests and events, including the Personal Finance Challenge, Financial Advisors Challenge, CSUF Fast Pitch Competition,and California Stock Market Game.
• Taught at Troy High School in Fullerton for .
• Students consistently excel on the AP test with a passage rate of 70-80% annually.