Kyle Cai, RFC®
Partner, Regional Vice PResident
About Kyle
Kyle Cai is a retirement and wealth-management advisor with nearly 20 years of experience guiding pre-retirees, retirees, and business owners through critical financial transitions. He helps clients reduce investment risk, maximize retirement income, and build tax-efficient distribution and estate-planning strategies—delivering lasting financial stability, clarity, and peace of mind.
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Kyle has held leadership and advisory roles at top financial institutions, including Vice President positions at J.P. Morgan Chase and Merrill Lynch, as well as a senior advisory role at Citigroup. This institutional background provides deep market expertise and the discipline to design sophisticated, tailored wealth-management strategies.
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Kyle earned his Bachelor's degree in Finance from Baruch College in New York. He holds the Registered Financial Consultant (RFC®) designation, FINRA Series 7 and Series 66 licenses, and Life, Accident & Health Insurance licenses—enabling him to deliver fully integrated guidance across investments, retirement income, insurance planning, and risk management.
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In addition to his advisory practice at Wealth Master Group, Kyle hosts educational seminars across New Jersey, Pennsylvania, and Delaware on topics including retirement income strategies, risk management, insurance planning, and estate planning. He is also the industry’s first creator and author of "100 Cards to Financial Freedom in 45 Minutes," a best-selling financial educational system used by families nationwide to build their wealth.
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Kyle resides in Montgomery County, Pennsylvania with his wife and two children, where he is actively involved in his local community as he also serves as the Treasurer of Living Water Missional Church in Lansdale, PA.