Broker Check
Brian Amato CFF®

Brian Amato is an accomplished Certified Financial Fiduciary® and serves as the Executive Vice President at American Investment Planners, LLC. (AIP) and Vice President of RLB Wealth Planning. After initially embarking on his financial planning journey within a prominent brokerage firm, Brian swiftly recognized the advantages of joining AIP, an independent wealth management practice that shares his values and mission. Throughout his career at AIP, Brian has remained dedicated to delivering exceptional client service. 

Being an independent advisor grants Brian the freedom, flexibility, and opportunity to provide personalized services to his clients. Rather than being confined to proprietary offerings, he can tailor his approach to suit each client's unique needs. Brian's unwavering commitment to acting in his clients' best interest drives his passion for offering sound financial advice.

 

At AIP, we firmly believe that this business is built on relationships, and our clients are not mere account numbers but valued members of our family. We genuinely invest in understanding each client—delving into their thought processes, priorities, and goals—to create a customized strategy that not only meets but exceeds their expectations.

 

Over the past two decades, Brian has cultivated close bonds with his clients, recognizing that consistent communication and a comprehensive understanding of their personal financial aspirations, family dynamics, careers, health concerns, retirement objectives, and passions are vital in fostering trust. "I take a keen interest in their children, special needs, or any other factors that may influence their financial goals and, above all, their financial security. My role is to help them protect and grow their portfolios while fostering trust." Through meticulous planning, clients gain clarity on the steps necessary for success. With Brian as their trusted partner, clients also benefit from cutting-edge technology and digital solutions that provide easy access to all their investment account information. This full-service experience further strengthens the bond between Brian and his clients.

 

During his leisure time, Brian enjoys spending time with his wife Melissa and their four children. Additionally, he actively supports various charitable organizations, including St. Jude Children's Research Hospital, Block Island Conservancy, Last Hope Animal Rescue and Little Shelter Animal Rescue and Adoption Center.