Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education
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.
Stetson University 1993-1997
Affiliations & Memberships
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6800 Jericho Turnpike Suite 202W
Syosset, NY 11791