Meet Sarah McCarthy: Reception Manager

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 one of our professionals individually.

Today, we would like to introduce you to the newest member of our team, Sarah McCarthy, our reception manager!

Sarah's first financial position was as a telemarketer for Chemical Bank when she was in college. Although this started out as a position that simply fit her schedule and met her financial needs (she was pursuing her BA in English at SUNY Stony Brook), it eventually led her to a full-fledged financial career upon graduation in 1995 - she spent 19 years in banking, working for Chase, Wachovia and Webster Bank! 

After having her son, Sarah spent some time working part time at a chiropractic office as a receptionist and office manager. Then, in September, we were very fortunate enough to have Sarah make her way to our firm! Thanks to her many years of professional experience Sarah has the financial background to understand what our clients need, and she also has a wonderful demeanor and personality that we know clients will truly appreciate when calling or visiting the office.

When asked what her most memorable experience has been professionally thus far, she explained that it was when she won a leadership award in 2000, which included a week-long trip to Naples, Florida. A few days after her return she was to be relocated to Rockland County to pursue a branch manager position, and although she was a bit apprehensive about all of the changes happening at once, the trip is one she is truly grateful for as she got to spend time with existing coworkers and future coworkers all at once!

Outside of the office, Sarah spends a lot of her time with her six year old son - typical activities include Legos, drawing and reading!

Sarah - we are so grateful to have you on our team and look forward to many wonderful years with you! We appreciate the hard work and dedication you have shown to us and our clients already, and we are very excited about our future together!

American Investment Planners LLC offers tax planning, estate planning, retirement planning and more to generations of families throughout the United States. More information about the services offered is available at www.americaninvestmentplanners.com.

Who Makes Up American Investment Planners LLC?

American Investment Planners LLC

500 North Broadway, Suite 260, Jericho, NY 11753

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

Led by Lee Rosenberg, CFP, American Investment Planners LLC has been providing comprehensive financial planning services to generations of families since 1984. We believe that the ultimate test of a financial plan is the legacy you can pass on to your family and favorite charities, and as such, we are deeply committed to helping individuals all over the country prepare for things like the birth of a child and retirement, as well as assisting with financial duties such as filing taxes! 

Since a business is nothing without its employees, we've taken the past year to introduce each of our professionals individually. In case you've missed out on any, below, we've brought together each of our team members so you can learn more about them and their contribution to our firm - just click on their name!

Lee Rosenberg: Lee Rosenberg is our Founder and President! His resume includes over 30 years of experience as an investment advisor and industry leader, and he's even been named one of America's top 100 independent advisors by Registered Representative magazine for the past 5 years!

Barbara Magor Deel: Barbara Magor Deel is our Vice President of Financial Planning! Joining our team over 20 years ago, Barbara has grown with both our firm and her clients and has done an incredible job - we've even had the pleasure of working with her sons as interns!

Steven Hoffman: Steven Hoffman is our Vice President of Investment Services! He joined the American Investment Planners LLC team over 15 years ago and has over 35 years of experience working in securities, annuities, insurance, retirement and estate planning.

John L'Abbate: John L'Abbate is our Director of Tax Planning! He worked for several accounting firms, a non profit organization and a tax shelter syndicator before joining our firm full time in 1983!

Brett Goldstein: Brett Goldstein is our Director of Retirement Planning! At American Investment Planners LLC, he works with individuals on retirement planning and works with businesses on employee benefits. He is even a nationally known author, speaker and media personality!

Brian Amato: Brian Amato is our Senior Investment Advisor! His financial planning career began in 1999 when he started working for Morgan Stanely, and just one year later he joined our team! A cool fun fact for you? Brian is a U.S Coast Guard certified captain!

Karen Hurlbert: Karen Hurlbert is the Client Services Assistant for Brian Amato! She has been a part of the insurance and securities industry for over 20 years, and officially joined our team in 2013 to help oversee Brian Amato's clients.

Craig Bergen: Craig Bergen is our Manager of Tax and Financial Planning! Craig first came on board with Lee Rosenberg in 1998 as a tax preparer, and since then has become a Series 7 securities representative and has completed the Certified Financial Planning program at CW Post!

Jessica Bach: Jessica Bach handles Wealth Management Services for us! She started working for Lee Rosenberg in 1999 as a Client Services Manager, and in 2011, she stepped into this new role and began working with clients on asset managed accounts!

Nicole Nugent: Nicole Nugent is our Assistant Financial Representative and Office Manager! She first began with us in 2009 to assist with managing our accounting needs, and since then, she's expanded in her role to also help with office management duties!

Christine Whiteman: Christine Whiteman is our Marketing Director and is in charge of Client Communications! In 2004 she started with us as a part time receptionist, but she quickly began to assist clients with account questions and eventually took on more responsibilities in our firm. Today, she helps with marketing campaigns, assists with client services and coordinates all client events/seminars!

Debra Hubschmitt: Debra Hubschmitt is our Front End Manager! A member of our team for over 20 years, Debbie is the first face clients see when they walk into our office. Along with welcoming our clients, she also works with our company's advisors to maintain their calendars and schedules!

Marguerite Maldari: Marguerite Maldari is our Client Services Manager! One of her main responsibilities is to oversee the relationship between our clients and Cadaret, Grant & Company, Inc. She also assists our clients to oversee their accounts, handle trades, process annuity applications and more!

Lorraine Basile: Lorraine Basile works for our firm in Client Services! She's been with us since 2012 and has proven her innate ability to be a huge team player. Her main duties include preparing financial reports for client meetings and for managing quarterly mail outs of financial reports for clients.

Danette Gramegna: Danette Gramegna is a part of our Client Services team! Her career in the financial planning industry began when she started working for Merrill Lynch as a fill in for an employee who was out on maternity leave, and later joined our firm in February of 2007!

THANK YOU to all of our amazing employees for making our business the best it can be!

To personally speak with a member of our team and learn how we can help you next, please give us a call at (516) 932-5130 today. More information is also available at www.americaninvestmentplanners.com.

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.

Meet Lorraine Basile: Client 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 professionals individually. Today, we would like to feature Lorraine Basile, who works for our firm in Client Services!

Lorraine first joined the American Investment Planners LLC team in May of 2012 - although she's only been with us a few years, she's already made a lasting impact and has shown us what a team player she truly is! In her role, she is primarily responsibly for preparing financial reports for client meetings and for managing quarterly mail outs of financial reports that go to each of our clients. But although these are the main tasks she has been assigned, Lorraine also always lends a helping hand to others in our firm whenever she is needed.

As a child, Lorraine says that she wanted to be a detective since she was always drawn to solving problems. Before she took some time off to raise a family, she worked for CIGNA for 16 years, where her duties included managing the Allied-Signal Claim Service Center. Once she was ready to return to work, she made her way to our firm and, although we aren't a group of detectives, she certainly helps us to find things out and provides solutions when they are needed!

When Lorraine isn't busy with work, she can be found cooking, playing games, and hanging out with her family and friends. She currently lives in Merrick, New York with her husband Dave, and she has three children - Christopher, Nicole and Samantha.

Lorraine - thank you for all of your hard work and dedication to the American Investment Planners LLC team! Your efforts do not go unnoticed and we appreciate all that you do for us! 

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!

Meet Karen Hurlbert: Client Services Assistant

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 Karen Hurlbert, Client Services Assistant for Brian Amato!

A current resident of Islip Terrace, New York, Karen Hurlbert has been a part of the insurance and securities industry for over 20 years. Karen began working as a new business accounts processor at MetLife, which encouraged her to pursue a lifetime career in the life insurance industry. In 2013, she officially became a part of the American Investment Planners LLC team, helping to oversee Brian Amato's clients.

With a New York State Life, Accident and Health Insurance license, Karen thrives on being able to help people - a key part of her role here at our firm! And although life insurance was her main focus, she is enjoying the opportunity to tackle additional financial planning tasks as she works alongside Brian.

When she isn't busy helping one of our many clients, Karen finds joy in spending time with her son, Michael. Furthermore, she spends a lot of time on foot and can be found participating in 5ks, 10ks, and even half marathons!

Here at American Investment Planners LLC, we are so happy to have Karen as a member of our team! Her dedication to our firm and our clients certainly does not go unnoticed, and we look forward to seeing her continue to excel in her position!

For more information about Karen, please check out her employee bio on our website!

Meet Danette Gramegna: Client 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 Danette Gramegna, who is a part of our Client Services team!

Born and raised in Brooklyn, New York, Danette has been working in the financial planning field since 1985. Prior to joining the American Investment Planners LLC team in February of 2007, Danette first stepped into our industry when she worked for Merrill Lynch as a fill in for an employee who was out on maternity leave. While she was there, she realized just how exciting a career in this field could be and decided that this was where she saw her future! As a member of our team for over eight years now, Danette has shined and continues to do so day in and day out by assisting with client related matters.

However, although she excels in her position today, a career in financial planning was not exactly where Danette thought she would wind up. As a child, she dreamed of being a nurse and hoped that she would be able to help those in need. But, right out of high school she found herself working at the Lincoln Savings Bank in Brighton Beach, New York instead, and from there the rest is history!

When not assisting the clients we have here at American Investment Planners LLC, you can find Danette on a walking trail, and she probably won't be alone! Not only does Danette love taking her dogs out for a walk, but she also enjoys spending time with her husband, two daughters and five grandchildren. And when she isn't out on a trail, you can most definitely find Danette somewhere in New York City.

Danette - we are so thankful to have you as part of our client services team. Your dedication to your work and our clients makes you very valuable to us and we appreciate all of your efforts!

For more information about Danette Gramegna, be sure to check out her employee bio on our website!

Meet Marguerite Maldari: Client Services Manager

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 Marguerite Maldari, Client Services Manager!

A resident of Cold Spring Harbor, Marguerite joined the American Investment Planners LLC team back in 2006 after working for retail brokerage firms for 15 years. Thriving as our Client Services Manager since then, one of her primary responsibilities is to oversee the relationship between our clients and Cadaret, Grant & Company, Inc. Additionally, Marguerite works with each client on an individual basis to oversee their account, handle trades, process annuity applications and monitor income distributions. As a result of her stellar performance in this role, she has certainly become a favorite with each person we help!

Outside of a work environment, Marguerite is a huge fan of music and movies, and really enjoys taking to the outdoors. Furthermore, she absolutely loves to spend time her with her son, daughter-in-law and grandchildren, and is currently getting ready to celebrate her daughter's wedding!

Marguerite - thank you for all of your dedication to the clients we have at American Investment Planners LLC! We can tell how much they truly adore you and appreciate your continuous effort to assist them on a daily basis!

For more information about Marguerite Maldari, be sure to check out her employee bio on our website!

Meet Debra Hubschmitt: Front End Manager

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 Debra Hubschmitt, our Front End Manager!

Born in Fort Lauderdale, Florida, Debbie first made her way to the New York area when she was just 10 years old. And though she was young at the time, Debbie points to the move as the primary reason she became such a social butterfly - after all, living in New York is reason enough to get out there and make new friends! That being said, it isn't surprising that she always wanted to be a talk show host growing up. But even though that may not be her job today, as our Front Desk Receptionist (aka Front End Manager), Debbie is constantly utilizing her interpersonal skills and interacting with our clients on a daily basis - what a perfect position for her!

Right out of high school, Debbie began working in The Garment Center and NatWest Bank. However, shortly after she was given the opportunity to work with Lee Rosenberg, and she's been a member of our team for over 20 years now! As the first face clients see when they walk into our office, Debbie does an incredible job of making our clients' experience with us a memorable, uplifting and positive one. But that's not all she does! In addition to welcoming our clients, Debbie also works in conjunction with all of our company's advisers, maintaining their calendars and schedules.

Outside of American Investment Planners LLC, Debbie is the proud mother of Wesley, who was SUNY Farmingdale athlete of the year for several years! Additionally, she loves to walk and bike ride, and has plans to travel as much as she can before settling down - her fiancé Bill says he's never seen anyone with as much as energy as she has!

Debbie - we are so thrilled to have you on our team! Thank you for all of your hard work and dedication to our clients; you have certainly helped create a warm and welcoming environment for all!

American Investment Planners LLC offers tax planning, estate planning, retirement planning and more to generations of families throughout the United States. More information about the services offered is available at www.americaninvestmentplanners.com.

Meet Craig Bergen: Manager of Tax and Financial 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. 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!

Meet Christine Whiteman: Client Communications

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 Christine Whiteman, who is in charge of Client Communications!

A native of Garden City, New York, Christine attended Trinity College in Washington DC (now known as Trinity University) to receive her degree in Economics - she doubled minored in Marketing and Business Management. Upon graduating college, Christine's journey brought her to Dean Witter in NY, where she began working with the office manager and then moved on to be the assistant office manager. And although she excelled here, in 1995 she left the industry she was in and became the operations manager of a Fulfillment house in Melville, NY. 

In 1999, however, Christine left the workforce to raise her first born child. But by 2004, she began looking for a part time office job, which is where she connected with our very own Lee Rosenberg. Beginning as a part time receptionist, Christine quickly began to assist clients with account questions and eventually took on more responsibilities within the firm. Today, she works on our company's marketing campaigns, assists with client services when needed and coordinates and manages all client events/seminars.

So what drove her to enter the world of financial planning? Christine explains that although she is not an advisor, she has always been interested in the market and truly enjoys working in the industry. "There is always something new happening and going on. One day is so different from the next - clients needs and requests vary daily - and assisting them with new milestones in their lives is so gratifying," explains Christine.

In her spare time, Christine enjoys sitting on her porch and relaxing with her husband. And when she isn't doing that, she can likely be found on the lacrosse field cheering on her children! 

Christine, we so appreciate all of the time and hard work you put in for our company! Your dedication to our clients is valued by all of us and we are so thankful to have you on our team!

For more information about Christine Whiteman, please check out her employee bio on our website!

Meet Jessica Bach: Wealth Management 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 Jessica Bach, who handles Wealth Management Services!

Jessica first joined the American Investment Planners LLC team in 1999, when she began working for Lee Rosenberg as a Client Services Manager. While in this position, she had the opportunity to develop her organizational skills by working closely with clients to ensure that they fully understood the connection between their investment strategies and their overall financial security.

In 2011, however, Jessica stepped into a new role at American Investment Planners LLC. Now, Jessica works with clients on asset managed accounts - that means she takes the client's financial objectives and integrates them with a customized (and of course, managed) portfolio. 

When asking Jessica what she enjoys most about this role, she explains that she looks forward to always meeting new clients and assisting them with all facets of the financial planning process; from setting up the accounts to the final financial plan, Jessica is involved in it all. 

But what is Jessica up to when she isn't busy assisting clients with the management of their portfolios? In her spare time, Jessica enjoys going to the theatre and various musical concerts.  She can also be found relaxing in Rockville Centre with her dog, Fred!

Here at American Investment Planners LLC, we are extremely grateful to have Jessica back on our team. We truly appreciate her dedication to her role and are so thankful for all of the effort she puts in day in and day out!

For more information about Jessica Bach, check out her employee bio on our website!

Meet Brian Amato: Senior Investment Advisor

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 Brian Amato, Senior Investment Advisor!

Brian's financial planning career first began in 1999 when he started working for Morgan Stanley. Just one year later, he joined our firm and quickly discovered the difference between big firms and independent firms like ourselves; that's when he realized that we offered an environment that he could thrive in for years to come!

As Brian puts it, "the first thing I really appreciated was the wide variety of investment products I could choose from. I was able to choose what best fit the client's needs instead of being restricted to proprietary offerings."

Since becoming a member of the American Investment Planners LLC team, Brian has made it a priority (and has certainly succeeded at that) to get to know each of his clients on a personal level in order to develop the right financial plans and strategies; "I always inquire about children, special needs, anything that will impact their financial goals and mostly their financial security," explains Brian.

Now that you know a little bit about Brian's professional background, let's take a look at some of his hobbies and interests! In his free time, Brian is passionate about boating and is even a U.S Coast Guard certified captain! Additionally, he truly loves dogs and animals and has been involved with the Last Hope Animal Rescue for many years. When he is not navigating the seas or dedicating his time to the animal rescue, Brian can be found in Fort Salonga, where he lives with his wife Melissa and their 19 month old daughter; he is also expecting his second child in July!

From all us at American Investment Planners LLC, we would like to thank Brian for all of his hard work and constant dedication to our team. His efforts certainly do not go unnoticed and we are so thankful to have him!

For more information on Brian Amato, check out his employee bio on our website!

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!

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!