Marnie W. Baird
AMERICAN MONEY MANAGEMENT | Financial Planner, Investment Advisor
Rancho Santa Fe, CA 92067
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CRD#: 6150474
Professional summary
Marnie Walters Baird, CFP® is a registered financial advisor currently at AMERICAN MONEY MANAGEMENT, LLC located in Rancho Santa Fe, California.
Marnie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Marnie has worked at 2 firms .
Biography
Marnie Baird, CFP® has been a financial advisor 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. She is excited to continue to grow with American Money Management, LLC. in the years ahead.
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.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Tax Planning
Do you have an area of expertise or specialization?
Comprehensive Financial Planni...
Buying a Home
Career Change
Getting Divorced
Getting Married
Life Planning
Retirement
Starting a Family
Sudden Wealth
Women's Finances
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Marnie Walters Baird's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2017
Experience
Current
June 23, 2021 - Present
AMERICAN MONEY MANAGEMENT, LLC
Office #1: 14249 Rancho Santa Fe Farms Road, Rancho Santa Fe, CA 92067RIA
CRD#: 115357
Rancho Santa Fe, CA
Past
March 26, 2019 - August 11, 2021
WEALTH QUEST PARTNERS, INC.
RIA
CRD#: 173545
SAN DIEGO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AM
AMERICAN MONEY MANAGEMENT, LLC
AMERICAN MONEY MANAGEMENT, LLC
CRD#: 115357 / SEC#: 801-60976
RIA
Registered Investment Advisory firm - (3/4/2002 Approved)Alaska
Registered Investment Advisory firm - (3/4/2002 Terminated)California
Registered Investment Advisory firm - (6/25/2002 Terminated)Oregon
Registered Investment Advisory firm - (6/18/2002 Terminated)Texas
Registered Investment Advisory firm - (3/4/2002 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(6/23/2021)
Exams
Current Firm
AM
AMERICAN MONEY MANAGEMENT, LLC
AMERICAN MONEY MANAGEMENT, LLC
CRD#: 115357 / SEC#: 801-60976
RIA
Registered Investment Advisory firm - (3/4/2002 Approved)Alaska
Registered Investment Advisory firm - (3/4/2002 Terminated)California
Registered Investment Advisory firm - (6/25/2002 Terminated)Oregon
Registered Investment Advisory firm - (6/18/2002 Terminated)Texas
Registered Investment Advisory firm - (3/4/2002 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
14249 Rancho Santa Fe Farms Road, Rancho Santa Fe, CA 92067
Mailing Address
P.o. Box 675203, Rancho Santa Fe, CA 92067
Phone number
(858) 755-0909
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (14 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,674 |
| AUM (Assets Under Management) | $ 734,010,908 |
Red Flags
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Company Information
AMERICAN MONEY MANAGEMENT, LLC
Financial Planner, Investment AdvisorCRD#: 115357Rancho Santa Fe, CA 92067TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
