Meet Lee Rosenberg: President of American Investment Planners LLC

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 professionals individually. Today, we would like to feature Lee Rosenberg, CFP, President of American Investment Planners LLC!

Founder and President of our financial planning firm, Lee's resume includes over 30 years of experience as an investment advisor and industry leader. He has been named one of America's top 100 independent advisors by Registered Representative magazine for the past 5 years, and has also been recognized as one of the 200 best financial advisors in the country by Worth magazine.

Prior to founding American Investment Planners LLC, Lee helped co-found the Long Island chapter of the Institute of Financial Planners in the 80s. His reasoning for this? He realized that there was a need for a strong team of investment advisors who could help educate the public on how to preserve their assets and create wealth for themselves. Although people could turn to the banks, brokerage houses and insurance companies for help, he explains that these large institutions "mostly offered products, not strategic solutions." Today, he leads a firm that offers only the most strategic solutions for clients in areas such as retirement planning, estate planning, tax planning and investment management.

But Lee's success doesn't stop after he finalizes a plan for one of the firm's clients - he is also a nationally known author and lecturer who has been quoted in major publications such as The Wall Street Journal, Newsday and The New York Times. Furthermore, he has made appearances on The Today Show, NBC Nightly News, CNBC and Oprah. And even though he has had so much success in his career, Lee remains committed to one very important thing - a principal that makes American Investment Planners LLC different from the rest: 

"We still know all of our clients and their families, their circumstances, their goals, even how they like their coffee. That is how it has always been and will continue to be. It is our heartfelt promise."

On behalf of all of the staff here at American Investment Planners LLC, we'd like to send a big thank you to Lee for all of his hard work and dedication to our firm. Without him, we would not be where we are today, and we are so grateful to have such a tremendous leader guiding us each and every day.

For more information about Lee, please check out his employee bio on our website. Additionally, if you have questions or concerns about your financial planning needs and would like to speak with Lee personally, please send an email to lee@americaninvestmentplanners.com or give us a call at (516) 932-5130.