American Money Management, LLC

Jeanni Harrison is a CFP® professional with 11 years of industry experience, currently serving as an advisor at American Money Management, LLC since 2021. Prior to that, she worked at Wealth Quest Partners, Inc. for seven years. She is also the principal of RJ Financial Partners, LLC, an investment-related business. American Money Management, LLC provides discretionary portfolio management and 401(k) advisory services to individuals, pension plans, trusts, and corporations. The firm employs a team-based approach with tailored asset-allocation strategies and incorporates alternative investments where appropriate.

Gabriel Wisdom is a financial advisor at American Money Management, LLC with 40 years of industry experience. He has been with American Money Management since 1999 and is also involved with CBS-FM Talk Radio and Business News Network. Wisdom serves as a shareholder and director of Monterey Financial, a finance company. American Money Management provides discretionary portfolio management and advisory services to individuals, pension plans, trusts, and corporations. The firm uses a team-based approach with tailored asset-allocation strategies and incorporates alternative investments as appropriate, managing several hundred million dollars across multiple offices.

Adele Canetti is a financial advisor at American Money Management, LLC with 20 years of industry experience. She holds the Series 66 designation and has been with American Money Management since 2008. Outside of her advisory work, she owns and operates Dollar Book Fair, a used bookstore in Buena Park, California. American Money Management provides discretionary portfolio management to individuals, pension plans, trusts, corporations, and other entities, offering tailored asset-allocation strategies managed by an investment committee. The firm integrates fundamental, cyclical, economic, and technical analysis, and includes alternative investments where appropriate.

Rene De Charon is a CFP® with 25 years of industry experience and is currently affiliated with American Money Management, LLC, where he has worked since 2021. Prior to that, he spent seven years at Wealth Quest Partners, Inc. He is also the principal owner of RJ Financial Partners, LLC, a financial services business. American Money Management, LLC provides discretionary portfolio management and advisory services to individuals, pension plans, trusts, and corporations. The firm employs a committee-based investment process with tailored asset-allocation strategies and incorporates alternative investments where appropriate.

Glenn Busch is a financial advisor at American Money Management, LLC with 18 years of industry experience. He holds a Series 65 designation and has been with American Money Management since 2007. In addition to his advisory role, he has been affiliated with UCSD since 2006. American Money Management, LLC provides discretionary portfolio management and non-discretionary 401(k) advisory services to individuals, pension plans, trusts, and corporations. The firm employs a team-based approach to implement tailored asset-allocation strategies using fundamental, cyclical, economic, and technical analysis, and incorporates alternative investments where appropriate.

Thomas McAuliffe is a financial advisor at American Money Management, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial LLC and Heritage Wealth Management, LLC. Outside of finance, he is a meditation teacher and spiritual director and serves on the board of Unity in Marin, a not-for-profit spiritual community. American Money Management, LLC provides discretionary portfolio management and advisory services to individuals, pension plans, trusts, and corporations. The firm uses a team-based approach with tailored asset-allocation strategies and incorporates fundamental, cyclical, economic, and technical analysis, including alternative investments where appropriate.

Shay Tahar is a financial advisor at American Money Management, LLC with one year of industry experience. He holds a Series 65 credential and has worked in various roles including positions at Trader Joe’s and Cali Camp prior to his current advisory role. American Money Management, LLC provides discretionary portfolio management and advisory services to individuals, pension plans, trusts, corporations, and other entities. The firm employs an investment committee to implement tailored asset-allocation strategies and incorporates fundamental, cyclical, economic, and technical analysis, as well as alternative investments, in its approach.

Rana Davidson is a financial advisor with American Money Management, LLC, holding a Series 65 designation and four years of industry experience. Prior to joining American Money Management in 2021, Davidson worked at Cubic Corporation and KPMG, LLP. Outside of finance, Davidson has experience at the Snake Oil Cocktail Company and worked at the University of San Diego. American Money Management, LLC provides discretionary portfolio management and advisory services to individuals, pension plans, trusts, and corporations. The firm employs a committee-based, tailored asset-allocation approach that includes alternative investments and ongoing portfolio monitoring.

Michael Moore is a financial advisor with American Money Management, LLC in Rancho Santa Fe, CA. He holds a Series 65 designation and has 23 years of industry experience, including 25 years at American Money Management. American Money Management, LLC provides discretionary portfolio management to individuals, pension plans, trusts, corporations, and other entities, along with non-discretionary 401(k) advisory services and periodic financial planning. The firm uses a team-based investment committee approach with tailored asset-allocation strategies and incorporates fundamental, cyclical, economic, and technical analysis, as well as alternative investments where appropriate.

Marnie Baird is a CFP® with six years of industry experience, currently serving as a financial advisor at American Money Management, LLC since 2021. Prior to joining American Money Management, she worked at Wealth Quest Partners, Inc. for seven years. American Money Management, LLC provides discretionary portfolio management and 401(k) advisory services to individuals, pension plans, trusts, and corporations. The firm employs tailored asset-allocation strategies overseen by an investment committee, incorporating fundamental, cyclical, economic, and technical analysis, and includes alternative investments where appropriate.

Mark Myers is a financial advisor with American Money Management, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at American Money Management since 2019 and previously held roles at Credit Union Financial Solutions and Horter Investment Management. Outside of his advisory role, he owns Myers Financial Services, where he acts as a life insurance agent specializing in fixed and fixed-indexed annuities. American Money Management, LLC is a multi-office team firm managing several hundred million dollars for individuals, pension plans, trusts, and corporations. The firm offers discretionary portfolio management with tailored asset-allocation strategies and incorporates fundamental, cyclical, economic, and technical analysis, as well as alternative investments, into its investment process.