Kai M. Stanton, Personal Estate & Business Advisor, MassMutual

Kai M. Stanton, Personal Estate & Business Advisor, MassMutual Along with a team of professionals, I provide guidance to my clients to help them reach their financial goals. What if you “leave”? What if you “linger”?

My mission is to help ensure my clients and their families are financially sound. I act as a financial “bodyguard”, helping my clients protect and preserve everything they have worked for, everyone they care about, and all they hope to have in the future. I help my clients see the big picture and coordinate the different aspects of their financial lives. I have 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”? I am a Personal Estate and Business Advisor at the Center for Wealth Preservation (CWP). I began my career in financial services seventeen years ago as a stock broker on Wall Street. My practice as a financial planner specializes in estate, business, investment, and retirement planning. As a result, my team and I, offer solutions for clients, ensuring an unbiased approach. During my time on Wall Street, the attacks of 9/11 occurred and changed my perspective forever. I gave my notice and moved to Europe to travel the world. After three years I returned to the U.S. ready to re-enter the world of financial services. However, this time with a different focus: to protect my clients and their families first. An active community volunteer, I was a founding Board Member and past Executive Vice President of the Long Island Junior Chamber of Commerce. I am currently a member and past director of the Glen Cove Chamber of Commerce. I reside in Sea Cliff with my wife, Patricia, and children, Kai Jr. and Sofia. I 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 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. CRN201812-207329


Visit my LinkedIn Profile: https://www.linkedin.com/in/kai-stanton

Celebrate the Lunar New Year with joy, togetherness, and hope for new beginnings. Wishing you good fortune in the year a...
01/29/2025

Celebrate the Lunar New Year with joy, togetherness, and hope for new beginnings. Wishing you good fortune in the year ahead!

Let’s honor the legacy behind MLK Day by building a brighter, more inclusive future for the next generation.
01/20/2025

Let’s honor the legacy behind MLK Day by building a brighter, more inclusive future for the next generation.

Happy New Year! Best wishes for a prosperous year ahead.
01/01/2025

Happy New Year! Best wishes for a prosperous year ahead.

Wishing you a peaceful and joyful Kwanzaa!
12/26/2024

Wishing you a peaceful and joyful Kwanzaa!

Happy Hanukkah! May you enjoy all the warmth and joy this season brings.
12/26/2024

Happy Hanukkah! May you enjoy all the warmth and joy this season brings.

Merry Christmas! Best wishes for love, peace, and joy this season and always.
12/25/2024

Merry Christmas! Best wishes for love, peace, and joy this season and always.

Happy Veterans Day! Today and every day, we salute the men and women who bravely served our country.
11/11/2024

Happy Veterans Day! Today and every day, we salute the men and women who bravely served our country.

Best wishes for a happy and bright Diwali!
11/01/2024

Best wishes for a happy and bright Diwali!

Happy Halloween! Hope everyone has a safe and fun night.
10/31/2024

Happy Halloween! Hope everyone has a safe and fun night.

Wishing all those observing Yom Kippur a meaningful fast.
10/10/2024

Wishing all those observing Yom Kippur a meaningful fast.

To all those celebrating Rosh Hashanah – Shana Tova!
10/01/2024

To all those celebrating Rosh Hashanah – Shana Tova!

Address

6800 Jericho Tpke
Syosset, NY
11579

Telephone

+15166823332

Website

Alerts

Be the first to know and let us send you an email when Kai M. Stanton, Personal Estate & Business Advisor, MassMutual posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category