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 41 years of industry experience. He has been with American Money Management since 1999 and is also involved with CBS-FM Talk Radio and the Business News Network. Wisdom is a shareholder and director of Monterey Financial, a finance company. American Money Management serves individual clients, including high-net-worth households, as well as institutional clients such as pension plans and corporations. The firm employs an investment committee to implement customizable, asset-allocation oriented strategies and offers discretionary portfolio management, 401(k) advisory services, and financial planning.

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® and Series 63 credentialed advisor with 26 years of industry experience. He has worked at American Money Management, LLC since 2021 and previously spent seven years at Wealth Quest Partners, Inc. He is also the principal of RJ Financial Partners, LLC, a financial services business. American Money Management, LLC serves individual clients, including high-net-worth households, as well as institutional clients such as pension plans and trusts. The firm offers discretionary portfolio management, 401(k) advisory services, and financial planning, with an investment committee overseeing customizable, asset-allocation oriented strategies.

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 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.

Shay Tahar is a financial advisor at American Money Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked at American Money Management since 2024. Prior to this, his background includes roles in education and retail. American Money Management serves individual clients, including high-net-worth households, as well as various institutional clients. The firm employs an investment committee to manage customizable, asset-allocation strategies and offers discretionary portfolio management, 401(k) advisory services, and periodic financial planning.

Rana Davidson is a financial advisor at American Money Management, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Cubic Corporation and KPMG, LLP. American Money Management serves individual clients, including high-net-worth households, as well as various institutional clients. The firm’s investment approach involves customizable, asset-allocation strategies overseen by an investment committee, with ongoing account monitoring and a focus on both discretionary and non-discretionary advisory services.

Michael Moore is a financial advisor at American Money Management, LLC with 24 years of industry experience. He has been with the firm since 2001 and holds a Series 65 designation. American Money Management, LLC serves individual clients, including high-net-worth households, as well as institutions such as pension plans and trusts. The firm employs an investment committee to manage customizable, asset-allocation strategies ranging from aggressive growth to conservative income and offers discretionary portfolio management, 401(k) advisory services, and periodic financial planning.

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.