Meet Steven Hoffman: Vice President of Investment Services

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 Steven Hoffman, CFP, our Vice President of Investment Services!

Joining the American Investment Planners LLC team over 15 years ago, Steven has worked alongside Lee Rosenberg, CFP in both our Long Island and Florida offices. With a resume that includes over 35 years of experience working in securities, annuities, insurance, retirement and estate planning, he contributes more than we could have ever asked for to our firm and has helped us grow and become the financial planning team we always aspired to be. In 2007 and 2009, he was named one of America's top 100 independent advisors by Registered Representative magazine, and currently manages portfolios for both individual investors and business owners.

Throughout his career, Steven has worked to help each of his clients face a number of financial challenges while striving to provide them with the financial stability they are looking for. Part of his strategy includes reviewing his client's portfolios on a quarterly basis and scheduling conferences when needed to address any questions or concerns they have regarding their financial future. 

When asked about his role and experience with American Investment Planners LLC, Steven notes that something he values most about our firm is that we are dedicated to maintaining personal connections and relationships with each client. As a financial planner for families, all of our staff works day in and day out to make sure we know everyone's name, circumstances, investment philosophy and more so that we can create a plan specifically tailored to their needs.

Although working to provide his clients with the best strategies and financial plans possible is a priority for Steven, when he isn't busy in the office, you can find him golfing or spending time with his wife Bonnie and his grandchildren. 

Steven - we are so grateful to have you as our Vice President of Investment Services. You are such a valuable asset to our team and have done so much to help us continue to provide the best financial planning services possible.

For more information about Steven, please check out his employee bio on our website!