General Info

American Investment Planners LLC is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our valued clients. We work hard to not only learn about your financial needs and circumstances, but your investment philosophy and personal values as well. Our pledge is to provide the most valuable and current information, services, and products to help you achieve financial security and a legacy to pass on. Gerard Simonelli is both a military veteran and a veteran certified financial planner. Though he has long since retired as a commissioned 2nd Lieutenant in the United States Army, he continues to see parallels in the disciplined and dedicated way he manages his client’s portfolios. “I am there for them in good times and bad and am committed to understanding their financial needs and goals. I also take their personal lives to heart and always make myself available. That close connection is not just for a few select clients but for anyone who puts their trust in me to manage their investments.”