500 N Broadway Suite 260
Jericho, NY 11753


(516) 932-5130, Toll free: (866) 932-5130


(516) 932-7706

Brett Goldstein

Brett Goldstein

Director, Retirement Planning

Brett has more than 20 years of experience with 401k administration, pension administration, health insurance, life insurance, and other employee benefits.   In his role as a financial advisor and Director of Retirement Planning at American Investment Planners LLC, he looks forward to working closely with business owners and IRA owners to help bring their retirement plans and IRAs into compliance.  These oversights and errors can cause businesses and IRA owners to face serious fines and penalties if not addressed. 

Brett Goldstein, is a tell-it-like-it-is retirement planning expert with experience in advising large and small businesses on retirement planning and employee benefit issues. Goldstein has been committed to helping career professionals, employees, entrepreneurs and business owners navigate the sea of complex 401k, pension, and IRA rules.

Brett is also a nationally known author, speaker, and media personality who has been quoted in “Kiplingers”, “Chicago Tribune”, “NY Daily News”, “Wall Street Journal” and “Newsday”. In addition, he has appeared on such TV shows as “Happy Hour” on Fox Business Channel and “The Lou Dobbs Show” on CNN.  Brett has also been interviewed on radio such as “NPR”,  “Wall Street Journal Radio”, “880 WCBS”, “540 WLIE”, and many others.

Brett’s clients, many of whom have been with him for years and years, appreciate his vast in-depth knowledge of retirement plans and his ability to simplify complex topics.

In his free time Brett enjoys writing books and growing his own fruits and vegetables.  He lives on Long Island with his wife, two daughters, and his Golden Retriever. 

To discuss your financial planning needs, email  or call 516-932-5130. 

Phone 516 932 5130
Fax 516 932 7706
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck