Jeffrey B Kantar, CLU®, ChFC®, CFP®, CASL®

Wealth Management Advisor

Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me. 


Professional Background

Jeff Kantar has extensive experience and education in the financial services industry.  He graduated from Keene State College with a B.A. degree in Mathematics and began his career as a health actuary. While working, and with young children, he earned his M.B.A. with a concentration in finance and investments from Southern New Hampshire University.  Jeff has attained charters from the American College, the only accredited college for financial services in America and is designated a Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC) and Chartered Advisor for Senior Living (CASL).  He has also earned his CERTIFIED FINANCIAL PLANNER (CFP®) certification as designated by the Certified Financial Planner Board of Standards, Inc.

 With over 24 years as financial planning practitioner and serving hundreds of individuals, families and business owners, Jeff follows the message of Stephen Covey and first seeks to understand, and then to be understood.  He recognizes each client has unique and special circumstances, and must be communicated with in the way the client best learns new information.  He believes that working side by side in a collaborative fashion is the best way to meet the client’s financial security goals.

Ultimately he helps people put common sense into common practice by encouraging his clients to follow through and implement.

As John F Kennedy once said:

“There are costs and risks associated with action; but they pale in comparison to the long-range risks of comfortable inaction.”


Professional Designations and Certifications

  • Chartered Life Underwriter (CLU®)

  • Chartered Financial Consultant (ChFC®)

  • Certified Financial Planner (CFP®)

  • Chartered Advisor for Senior Living (CASL®)

National Awards and Recognition

  • National Quality Award 1996 – 2002, 2004, 2007, 2009 – 2010

  • NAIFA Quality Award 2012 - 2015

Associations and Memberships:

  • Society of Financial Service Professionals

  • National Association of Insurance and Financial Services Professionals

Education

  • Bachelor of Arts in Mathematics, Keene State College

  • Master of Business Administration, Southern New Hampshire University

Years of Experience

                 Representing Northwestern Mutual since 1993.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck