About Marnie
Marnie Baird, CFP® has been in the financial planning field since 2014 first with Wealth Quest Partners, Inc., and now with American Money Management, LLC. After completing her financial planning education at San Diego State University, Marnie earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in April 2017. Education is important to Marnie and she enjoys assisting those nearing retirement with their financial planning as well as helping younger generations understand the importance of planning early for financial goals, including retirement. Marnie is skilled in all aspects of technology and is eager to suggest new ways for our clients to leverage technology to better their financial lives. She is especially conscious about cybersecurity risks and strategies and is happy to consult with interested clients. In 2025, Marnie took on the additional role of Chief Compliance Officer and is very focused on the responsibilities we have towards our clients.
Areas of focus
Credentials & background
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Regulatory
- Firm CRD #173545
The firm
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.
14249 Rancho Santa Fe Farms Road Rancho Santa Fe, CA 92067$565M assets under management