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About

YOUR PARTNER IN PERSONALIZED INVESTMENT
& FINANCIAL GUIDANCE

At American Money Management, LLC, we are dedicated to providing personalized investment management and financial planning to help you attain your goals.

AMM was founded in 1999 by seasoned investment professionals. We provide independent advice and manage our clients investment portfolios utilizing both traditional and creative approaches. As an SEC registered investment advisor, we uphold our fiduciary obligation to always put your interests ahead of our own.

When you partner with us, you will receive independent advice and “client first” service from a trusted fiduciary intent on growing and preserving your wealth.

OUR STAFF

GABRIEL B. WISDOM

Founder and Managing Director

MICHAEL J. MOORE

Chief Investment Officer and Managing Director

GLENN BUSCH, CFA

Portfolio Manager

VICKI OHARA

Operations Manager

Rana Davidson, CPA, CFP®, CDFA®

Financial Planner, Investment Advisor

JEANNI HARRISON, CFP®

Financial Planner, Investment Advisor

RENÉ DE CHARON, CFP®

Financial Planner, Investment Advisor

MARNIE BAIRD, CFP®

Financial Planner, Investment Advisor

ADELE CANETTI

Investment Advisor

ROBERT FRAZIER

Investment Advisor

JESSICA MALIEPAARD

Administrative Associate

Our San Diego Financial Planning Office

American Money Management, LLC is  registered with the Securities and Exchange Commision (SEC) as an investment advisor. AMM was founded in 1999 and provides investment advisory and financial planning services to clients across the United States. American Money Management is based in Rancho Santa Fe, San Diego, California. Our team is made up of financial planners, financial advisors, Certified Financial Planners (CFPs), and Certified Public Accountants (CPAs). We work with individuals from diverse backgrounds and provide comprehensive financial and wealth management services.

Communications

The Nicotine Revolution: -Philip Morris’ Strategy in a Post Cigarette World

While the deadly effects of smoking are well-documented and undeniable, we cannot ignore the significant harm caused by traditional cigarettes. It is important to

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