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Kai Stanton, LUTCF, CLTC, FSCP, serves as a Personal Estate & Business Advisor at the Center for Wealth Preservation since May 2014, providing expertise in financial goals, estate strategies, and insurance needs. Prior experience includes a role as a Family Planner at North Coast Financial Group from October 2010 to May 2014, focusing on savings plans, education funding, risk management, and retirement planning for families. Additionally, Kai worked as a Consultant at WSI Internet Consulting from June 2004 to October 2010, assisting business owners with online marketing strategies. Educational background includes a BA in Communications from Stetson University and certifications in Long-Term Care and Life Underwriter Training Council Fellowship.