Jeffrey B Kantar
Wealth Management Advisor|CLU®, ChFC®, CASL®
Personal
Jeff Kantar and his wife, Kendra reside in Alton, New Hampshire near the southern end of Lake Winnipesaukee with his office located close by in scenic Alton Bay. They have two adult children: Caila who is an operations manager for John Hancock Life Insurance Company in Portsmouth, NH, and Justin, who is a firefighter and paramedic in Tilton, NH.
Jeff and Kendra like to motorcycle on their twin Hondas. When not working, they enjoy reading and the warmth of family and friends. Last, but certainly not least, their 12 year-old dog, a Shar-pei named Gizmo, still likes to take walks around the neighborhood when they get home.
Professional
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®)
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.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
