Kai Stanton, Lutcf, Cltc, Fscp
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Kai Stanton, Lutcf, Cltc, Fscp Email & Phone Number

Center for Wealth Preservation at Center for Wealth Preservation
Location: Roslyn, New York, United States 3 work roles 4 schools
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Current company
Center for Wealth Preservation
Role
Center for Wealth Preservation
Location
Roslyn, New York, United States
Company size
22 employees

Who is Kai Stanton, Lutcf, Cltc, Fscp? Overview

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Kai Stanton, Lutcf, Cltc, Fscp is listed as Center for Wealth Preservation at Center for Wealth Preservation, a company with 22 employees, based in Roslyn, New York, United States. AeroLeads shows a matched LinkedIn profile for Kai Stanton, Lutcf, Cltc, Fscp.

Kai Stanton, Lutcf, Cltc, Fscp previously worked as Personal Estate & Business Advisor at Center For Wealth Preservation and Family Planner at North Coast Financial Group. Kai Stanton, Lutcf, Cltc, Fscp holds Cltc from Certification For Long-Term Care.

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Center for Wealth Preservation

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About Kai Stanton, Lutcf, Cltc, Fscp

Kai M. Stanton is a Wealth Management Advisor and Financial Planning Specialist at the Center for Wealth Preservation (CWP). His practice specializes in estate, business, investment, and retirement planning. As a result, he and his team offer solutions for clients, ensuring an unbiased approach.Kai aspires to be a “personal CFO” by helping his clients see the big picture and coordinates the different aspects of their financial lives. With an honest, direct approach, clients are guided through a thorough needs analysis, with the ultimate goal of addressing the ‘what ifs’ in life; What if “you live too long”? What if you “leave”? What if you “linger”?Kai began his career in financial services in 1997 as a stockbroker on Wall Street. He was working on the floor of the New York Stock exchange during the attacks of 9/11, and that experience changed his life forever. Kai gave his notice and moved to Europe to travel the world. After three years abroad, he returned to the U.S. ready to re-enter the world of financial services. However, this time with a different focus: to protect his clients and their families first.Kai has held active roles in several local chambers of commerce, Rotary International, and volunteers as a coach for all the sports his children play. He is also a student and instructor of various martial arts. He resides in Sea Cliff with his wife, Patricia, and children, Kai Jr. and Sofia.I am licensed to sell Insurance Products in the following jurisdictions:Florida, New Jersey, New York, Connecticut, North CarolinaI am licensed to sell Securities Products in the following jurisdictions:Florida, New Jersey, New York, Virginia, Oregon, North CarolinaKai M. Stanton LUTCF®, CLTC, FSCP®, Syosset, NYKai M. Stanton LUTCF®, CLTC, FSCP® is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC, 6800 Jericho Turnpike, Suite 202W, Syosset, NY 11791, Tel: (516) 364-4203CRN202503-1875518

Listed skills include Mutual Funds, Group Benefits, Annuities, Asset Allocation, and 46 others.

Current workplace

Kai Stanton, Lutcf, Cltc, Fscp's current company

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Center for Wealth Preservation
Center For Wealth Preservation
Center for Wealth Preservation
syosset, new york, united states
Website
cwpmetro.com
Employees
22
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3 roles

Kai Stanton, Lutcf, Cltc, Fscp work experience

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Personal Estate & Business Advisor

Current
Center For Wealth Preservation

Syosset, NY

  • Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and.
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust servicesI am licensed to sell insurance in: NY, NJ, & FL and securities in: NY, NJ, VA, NE, & FL. I am a registered representative of and offer securities, investment advisory services, and financial planning.
May 2014 - Present

Family Planner

North Coast Financial Group

Garden City, NY

Worked with families to develop a savings plan to help ensure significant financial success in the future concentrating in the following areas:Education Funding/Accumulation GoalsRisk Management: Survivorship and Disability PlanningRetirement Planning

Oct 2010 - May 2014

Consultant

Wsi Internet Consulting

Glen Cove, NY

Worked with business owners to develop online marketing strategies to increase sales and market share.

Jun 2004 - Oct 2010
Team & coworkers

Colleagues at Center for Wealth Preservation

Other employees you can reach at cwpmetro.com. View company contacts for 22 employees →

RH Reginald Holder Reginald Holder Colleague at Center For Wealth Preservation New York City Metropolitan Area, United States View → TB Todd Bass, Jd, Aep®, Cepa®, Aexp®, Cmaa®, Cfmva® Todd Bass, Jd, Aep®, Cepa®, Aexp®, Cmaa®, Cfmva® Colleague at Center For Wealth Preservation Syosset, New York, United States, United States View → LB Lana Brown Lana Brown Colleague at Center For Wealth Preservation New York City Metropolitan Area, United States View → JR Jeffrey R. Silverman, Jd, Cfp® Jeffrey R. Silverman, Jd, Cfp® Colleague at Center For Wealth Preservation New York City Metropolitan Area, United States View → FG Francina Garcia,M.Ed. Francina Garcia,M.Ed. Colleague at Center For Wealth Preservation New York City Metropolitan Area, United States View → CP Craig Paloscio Craig Paloscio Colleague at Center For Wealth Preservation New York City Metropolitan Area, United States View → BP Bob Prusiewicz Bob Prusiewicz Colleague at Center For Wealth Preservation Garden City, New York, United States, United States View → JF John Franzino John Franzino Colleague at Center For Wealth Preservation United States, United States View → EP Elizabeth Pedroza, Ma. Ed. Elizabeth Pedroza, Ma. Ed. Colleague at Center For Wealth Preservation New York City Metropolitan Area, United States View → TM Trevor Macmeekin Trevor Macmeekin Colleague at Center For Wealth Preservation New York, New York, United States, United States View →
4 education records

Kai Stanton, Lutcf, Cltc, Fscp education

Cltc

Certification For Long-Term Care

The Certification in Long-Term Care (CLTC) designation was created in 1999. It focuses on the discipline of extended care planning. It.

Life Underwriter Training Council Fellow

The American College

Established by NAIFA in 1984, The LUTCF® or Life Underwriter Training Council Fellow professional designation program is designed to be a.

Diploma, Academics

North Shore High School

Activities and Societies: Basketball, Tennis

FAQ

Frequently asked questions about Kai Stanton, Lutcf, Cltc, Fscp

Quick answers generated from the profile data available on this page.

What company does Kai Stanton, Lutcf, Cltc, Fscp work for?

Kai Stanton, Lutcf, Cltc, Fscp works for Center for Wealth Preservation.

What is Kai Stanton, Lutcf, Cltc, Fscp's role at Center for Wealth Preservation?

Kai Stanton, Lutcf, Cltc, Fscp is listed as Center for Wealth Preservation at Center for Wealth Preservation.

Where is Kai Stanton, Lutcf, Cltc, Fscp based?

Kai Stanton, Lutcf, Cltc, Fscp is based in Roslyn, New York, United States while working with Center for Wealth Preservation.

What companies has Kai Stanton, Lutcf, Cltc, Fscp worked for?

Kai Stanton, Lutcf, Cltc, Fscp has worked for Center For Wealth Preservation, North Coast Financial Group, and Wsi Internet Consulting.

Who are Kai Stanton, Lutcf, Cltc, Fscp's colleagues at Center for Wealth Preservation?

Kai Stanton, Lutcf, Cltc, Fscp's colleagues at Center for Wealth Preservation include Reginald Holder, Todd Bass, Jd, Aep®, Cepa®, Aexp®, Cmaa®, Cfmva®, Lana Brown, Jeffrey R. Silverman, Jd, Cfp®, and Francina Garcia,M.Ed..

How can I contact Kai Stanton, Lutcf, Cltc, Fscp?

You can use AeroLeads to view verified contact signals for Kai Stanton, Lutcf, Cltc, Fscp at Center for Wealth Preservation, including work email, phone, and LinkedIn data when available.

What schools did Kai Stanton, Lutcf, Cltc, Fscp attend?

Kai Stanton, Lutcf, Cltc, Fscp holds Cltc from Certification For Long-Term Care.

What skills is Kai Stanton, Lutcf, Cltc, Fscp known for?

Kai Stanton, Lutcf, Cltc, Fscp is listed with skills including Mutual Funds, Group Benefits, Annuities, Asset Allocation, Succession Planning, Retirement, Employee Benefits, and Insurance.

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