Lee  Rosenberg,  CFP<sup>&reg;</sup> - Financial Advisor

Lee Rosenberg, CFP®

American Investment Planners, LLC

500 N Broadway, Ste 260
Jericho, NY 11753-2128
(516) 932-5130


Lee Rosenberg is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at American Investment Planners, LLC in Jericho, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications


Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Retirement, Long-term Care


Helpful Financial Planning Resources