René de Charon, CFP® is a financial advisor and was a founding principal of Wealth Quest Partners, Inc., before joining American Money Management, LLC.
René graduated from San Diego State University with a Bachelor of Science degree in Business Administration, graduating magna cum laude with distinction in Financial Services. He earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 1999.
He has over 30 years of experience in the financial services industry. René spent 11 years in commercial banking in both auditing and operations. He also worked as a loan officer and branch sales manager in mortgage banking.
René has been named one of the Best Five Star Wealth Managers* by San Diego Magazine for multiple years and served on the board of directors of the San Diego Chapter of the Financial Planning Association (FPA) for several years.
*Five Star Wealth Managers scored highest in overall satisfaction based on feedback from clients, peers and industry experts. Five Star Wealth Managers met 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. For specific research methodologies, go to www.fivestarprofessional.com