Meet Brett Goldstein: Director of Retirement 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 Brett Goldstein, our Director of Retirement Planning!

A native of Plainview, New York, Brett is a University of Hartford graduate who entered the world of finance directly following his college career. With over 20 years of experience in 401(k) administration, pension administration, health insurance, life insurance and other employee benefits, he possesses an incredible background in our field that helps him deliver the most strategic retirement planning solutions to each of his clients.

As a member of the American Investment Planners LLC team, Brett works with individuals on retirement planning and he works with businesses on employee benefits. We are pleased to announce that Brett is also a nationally known author, speaker and media personality who has been featured in a variety of publications and on several TV networks, including Fox Business Network, NY1, Business Week, The Chicago Tribune, Forbes and more.

When asked what his most memorable experience from his career has been thus far, Brett explains, "it was when I was asked to be a guest on the Lou Dobbs show and the Happy Hour Show on Fox to explain the effects of the 2008 market crash on pension plans. Both interviews were scheduled for the same day and it was exciting to be in front of the camera educating consumers." 

Brett is an incredible asset to our team.

For more information about Brett Goldstein, check out his employee bio on our website!