Jeanni Harrison, CFP® is a Financial Advisor and was founding principal of Wealth Quest Partners, Inc., before joining American Money Management, LLC.
She specializes in helping people plan for a successful retirement and working with retirees to help them maintain financial independence. Jeanni also works with estate attorneys and accountants to help ensure that clients receive comprehensive financial guidance.
Jeanni is a past president of the San Diego Chapter of the Financial Planning Association (FPA) and was a member of the Board of Directors for seven years. She now serves on the Financial Planning Program Advisory Board of San Diego State University and the Business Department Advisory Board of San Diego Miramar College. Jeanni is a board member of her local chapter of the American Association of University Women (AAUW), and she is also a member of her church’s Finance Committee. Other volunteer work includes 12 years as the financial planner for Rancho Bernardo Senior Services.
Jeanni is a graduate of San Diego State University. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), she has been recognized as a Best Five Star Wealth Manager* for multiple years by San Diego Magazine.
*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