Adam Kayati, FSCP

Adam Kayati, FSCP Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am not licensed in all jurisdictions.

Registered Representative with NYLIFE Securities LLC helping individuals, families and business owners with custom tailored solutions to build and preserve wealth. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. I am

an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

10375 Centurion Pkwy N., Unit 300
Jacksonville, FL 32256
Office: 904-997-3028

CA License #4482872

Millions of people are aging alone now: what living single means for retirement taxes.
07/31/2026

Millions of people are aging alone now: what living single means for retirement taxes.

Some core tax strategies look different when you're living single and planning for one.

How do your emergency savings stack up? Learn about the median emergency savings by age in 2026 from the Fed’s latest su...
07/29/2026

How do your emergency savings stack up? Learn about the median emergency savings by age in 2026 from the Fed’s latest survey.

How do your emergency savings stack up? Discover the median emergency savings by age in 2026, analyze structural saving gaps, and see if you are prepared.

The Social Security decision for the higher earner in an age-gap marriage is tricky. Your claiming age could determine y...
07/27/2026

The Social Security decision for the higher earner in an age-gap marriage is tricky. Your claiming age could determine your widowed spouse's income for years.

Wealth protects your lifestyle, but liquidity protects your wealth. Here’s why a strategic cash cushion can play an impo...
07/24/2026

Wealth protects your lifestyle, but liquidity protects your wealth. Here’s why a strategic cash cushion can play an important role in your overall financial strategy.

Wealth protects your lifestyle, but liquidity protects your wealth. Here’s why a strategic cash cushion is still your portfolio’s best line of defense.

A new study in the Journal of Financial Planning found that artificial intelligence programs can provide inconsistent, i...
07/22/2026

A new study in the Journal of Financial Planning found that artificial intelligence programs can provide inconsistent, inaccurate or biased recommendations when it comes to personal finance.

Researchers who studied generative AI platforms found that personal finance recommendations could be inconsistent or biased.

Some habits transcend eras and age groups, but there's one approach younger people use to manage their money much more f...
07/20/2026

Some habits transcend eras and age groups, but there's one approach younger people use to manage their money much more frequently than an older generation.

The traditional retirement playbook is changing, and a growing number of retirees are making a surprising housing decisi...
07/17/2026

The traditional retirement playbook is changing, and a growing number of retirees are making a surprising housing decision for financial and family reasons.

As scammers embrace new tech, use these strategies to help safeguard your accounts.
07/15/2026

As scammers embrace new tech, use these strategies to help safeguard your accounts.

As scammers embrace new tech, use these strategies to safeguard your accounts.

According to a recent report by Kiplinger, a growing number of families are turning to 529 college savings plans to buil...
07/13/2026

According to a recent report by Kiplinger, a growing number of families are turning to 529 college savings plans to build education funds for future generations.

The little-known update is assisting families in making the right plans for college, and helping savings go further.

Americans are increasingly confident about their money skills, but the numbers tell a different story. Read more about a...
07/10/2026

Americans are increasingly confident about their money skills, but the numbers tell a different story. Read more about a recent study.

A new data point shows that financial literacy is not just low, but deteriorating.

Address

10375 Centurion Pkwy N. Unit 300
Jacksonville, FL
32256

Telephone

+19047935041

Website

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