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. We pride ourselves on the fact that our firm is built on a group effort, and since it is so, we invite you to become a part of our team by getting to know each of our experts individually. Today, we would like to feature Craig Bergen, our Manager of Tax and Financial Planning!
A native of Fresh Meadows, New York, Craig came on board with Lee Rosenberg in 1998 when he joined his firm as a tax preparer. Prior to that, Craig first got his feet wet in the financial planning industry when he performed part time data entry tax work for his uncle in the summer leading up to his last semester at SUNY Albany. It was during his time there that a full time career in this field became of interest to him, which ultimately led him to begin an internship that same summer with Lee!
After graduation, Craig made it a priority to further his knowledge on the subject. While in an entry level position working with tax returns, he became registered as a Series 7 securities representative. Additionally, Craig also received his Life and Health insurance license and completed the Certified Financial Planning program at CW Post while working. But that's not all! Today, Craig is currently preparing for the CFP exam.
Though Craig is currently excelling in his position at American Investment Planners LLC, he didn't always have his eyes set on being involved with taxes and the like - when he was younger, he wanted to be a psychologist or a teacher! Although he followed a different path, it turned out to be just as rewarding. Craig explains, "I find this profession most rewarding when I'm able to successfully help somebody achieve their goals in the face of a difficult event such as a death or financial hardship. To listen and to feel what someone is going through personally and really take the time to empathize and help them overcome problems as it relates to their finances as well as their personal life really makes me feel like I am making a difference."
Outside of the work environment, Craig is also extremely passionate about music and outdoor activities. If hiking, camping, biking or skiing is involved, you can definitely bet that Craig will be there!
From all of us here at American Investment Planners LLC, we'd like to send a huge thank you to Craig! We truly appreciate all of his hard work and are so privileged to have him on our team.
For more information about Craig Bergen, please check out his employee bio on our website!
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