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Thomas M

Series 63, Series 65

San Rafael, CA

American Money Management, LLC

Thomas McAuliffe is a financial advisor at American Money Management, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Advisor Resource Council, Heritage Wealth Management, and Conscious Capital. Outside of his advisory work, he is a meditation teacher and spiritual director, and serves on the board of Unity in Marin, a nonprofit spiritual community. American Money Management, LLC provides discretionary portfolio management, 401(k) advisory services, and financial planning to individual clients, investment companies, pension plans, trusts, and business entities. The firm employs an investment committee to implement customizable asset-allocation strategies and offers alternative investments with established controls.

Retirement income strategy Income planning Concentrated stock management
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