Meet John L'Abbate: Director of Tax Planning

American Investment Planners LLC

500 North Broadway, Suite 260, Jericho, NY 11753

(516) 932-5130 / (866) 932-5130

At American Investment Planners LLC, we work as a cohesive unit to develop and deliver the most beneficial solutions to each of our clients. Being that our firm is built on a group effort, we invite you to become a part of that team by getting to know each of our experts individually. Today, we would like to feature John L'Abbate, CFP, our Director of Tax Planning!

Originally from Brooklyn, NY, John received a BS in Accounting from St. John's University in 1972. Prior to becoming a part of the American Investment Planners LLC team, he worked for several accounting firms, a non profit organization and a tax shelter syndicator, which provided him with an extensive background in our industry. It was in 1983 when John was first introduced to Lee Rosenberg, and soon thereafter he become a full time member of our firm.

When asked what his most memorable experience on the job was, John explains, "it was when I worked with a family with a terminally ill parent. I helped the parents put all of their financial affairs in order to provide for their children's future. Once the final meeting was over, the entire family was truly at peace with their decisions and we had a heartfelt cry." 

What a perfect example of what we are all about! As a financial planning firm that caters to the entire family, we heavily pride ourselves on our ability to work with each member to find the solutions that work best.

But back to John, let's get into some fun facts! When not devising the most strategic financial solutions, John enjoys traveling, fishing and playing with his grandchildren. 

Thank you, John, for all of your hard work and dedication to the American Investment Planners LLC family! You are a tremendous asset and we are so happy to have you!

For more information on John L'Abbate, check out his employee bio on our website!