Kai Yun began his family wealth planning journey in 2007, starting as an apprentice with Unicorn while still studying at NTU.

As one of Unicorn’s pioneer builders, Kai Yun has dedicated nearly two decades to perfecting his craft. Today, as an Advanced Financial Planner and a specialist in serving high net worth individuals—mostly PMEs—he takes a diagnostic approach that goes far beyond surface-level advice. He takes the time to deeply understand each investor’s unique financial DNA—examining spending patterns, investment behavior, risk preferences, and long-term aspirations—to craft strategies that are not only technically sound but personally aligned.

Kai Yun believes that excellence in family wealth planning lies in the details: the careful dissection of data, the precision in structuring portfolios, and the clarity in communicating strategy. Kai Yun believes in building a strong servicing infrastructure—delivering high-quality, investor-centric planning at scale.

His mission is to empower investors to focus on what truly matters—their careers and families. Guided by the motto “Life is all about myself for others,” Kai Yun continues to lead with impact, purpose, and integrity.

Outside of work, he enjoys exercising, spending quality time with his loved ones—especially his two daughters—and appreciating nature.

Certified Advanced Financial Planner (CAFP)

The CAFP designation represents a mark of distinction earned by a select few within our firm who have demonstrated exceptional technical proficiency, strategic thinking, and commitment to investor success.

Out of the hundreds of professionals trained over the years, only three have attained this rigorous certification—testament to the high standards and deep expertise required. CAFPs are often called upon by fellow practitioners across the firm to support key investor engagements, where they conduct in-depth financial diagnostics and develop tailor-made blueprints with solutions that are both precise and easy for investors to embrace.

In addition to their advisory role, CAFPs also lead the development of internal training curriculum, and set a strong example through the way they run their professional practices.

The CAFP designation is not an exam-based certification—it is a recognition earned through real, on-the-ground experience. It affirms those who have consistently walked alongside investors, helping them navigate complex financial challenges with clarity and care. More than a title, it’s a validation of meaningful impact, earned through mileage, not just modules.