Focus: Insurance Strategies, Investment Strategies, Business Owners, Special Care
Kai M. Stanton’s mission is to help ensure his clients and their families are financially sound. He acts as a financial “bodyguard”, helping his clients protect and preserve everything they have worked for, everyone they care about, and all they hope to have in the future.
He helps his clients see the big picture and coordinates the different aspects of their financial lives. He has an honest, direct approach, guiding clients 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 is a Personal Estate and Business Advisor at the Center for Wealth Preservation (CWP). He began his career in financial services seventeen years ago as a stock broker on Wall Street. His practice as a financial planner specializes in estate, business, investment, and retirement planning. As a result, he and his team, offer solutions for clients, ensuring an unbiased approach.
During his time on Wall Street, the attacks of 9/11 occurred and changed his perspective forever. Kai gave his notice and moved to Europe to travel the world. After three years 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.
An active community volunteer, Kai was a founding Board Member and past Executive Vice President of the Long Island Junior Chamber of Commerce. He is currently a member and past director of the Glen Cove Chamber of Commerce. He resides in Sea Cliff with his wife, Patricia, and children, Kai Jr. and Sofia.
Kai Stanton is licensed to sell insurance in: NY, NJ, & FL and securities in: NY, NJ, VA, NE, & FL. He is a registered representative of and offer securities, investment advisory services, and financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 6800 Jericho Turnpike, Suite 202W, Syosset, NY 11791.
The Center for Wealth Preservation is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies.
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6800 Jericho Turnpike Suite 202W
Syosset, NY 11791