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Our Team of Professionals

RLB Wealth Planning stands above the crowd by delivering consistently exceptional service. Our team of ChFC®, CLU, CFF®, and accounting professionals have over 60 years of combined experience in all areas of financial management.

Rehearsed advice and recycled plans have no place in our office, or in your future. When you make the decision to partner with our firm, you can expect authentic advice and customized strategies to fit your personal needs.

Regardless of where you are in life, or what questions you have when it comes to securing your financial future, you can rely on our professional services. We’re committed to serving our clients in a manner that is respectful, transparent, and effective.


Brian Amato CFF®

Vice President

516-932-5130

516-932-7706

brian@americaninvestmentplanners.com

Brian Amato is an accomplished Certified Financial Fiduciary® and serves as the Executive Vice President at American Investment Planners, LLC. (AIP). After initially embarking on his financial planning journey within a prominent...

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Kathleen M. Englehart, ChFC® CLU®

Vice President

516-741-1430

516-932-7706

kathy@americaninvestmentplanners.com

Kathleen M. Englehart has been a practicing Financial Advisor since 1993. She joined RLB Wealth Planning team as an associate planner in October 2018. Over the years, Kathy has collaborated with many individuals and families,...

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