Adele Canetti

Adele Canetti Email and Phone Number

Investment Advisor at American Money Management LLC @ Bargain Book World
Mission Viejo, California
Adele Canetti's Location
Mission Viejo, California, United States, United States
Adele Canetti's Contact Details
About Adele Canetti

My three primary areas of client focus are 1) business owners and self-employed clients; focus on maximizing tax-sheltered investment savings via appropriate business retirement plan strategies2) "millionaires-in- training"; younger clients who have the motivation, discipline, and earnings power to grow their net worth and who need ongoing "big picture" strategic financial guidance3) retirees and near-retirees; focus on providing retirement income while maintaining buying power in light of inflationSpecialties: Retirement plans/401K rollovers;401K plans for small businesses;Safe harbor 401K plans;Individual/Solo 401K's;Corporate/Municipal bond portfolios;529/education savings plans;Dividend/Income producing portfolios;Covered call option strategies;Socially responsible investment portfolios

Adele Canetti's Current Company Details
Bargain Book World

Bargain Book World

View
Investment Advisor at American Money Management LLC
Mission Viejo, California
Website:
bargainbookworld.com
Employees:
4
Adele Canetti Work Experience Details
  • Bargain Book World
    Owner
    Bargain Book World May 2017 - Present
    Orange, California
    View
  • American Money Management Llc
    Investment Advisor
    American Money Management Llc Jun 2008 - Present
    American Money Management LLC, founded by Gabriel Wisdom, is a Registered Investment Advisory Firm with over 500 clients under management. I specialize in assisting self-employed and business owner clients with designing, implementing, and maximizing retirement plans via their business, which offer tax benefits, help attract and retain top employees, and build long-term net worth for my clients and their families.
  • American Money Management Llc
    Investment Committee Member
    American Money Management Llc Jun 2008 - Present
  • Dollar Book Fair Buena Park
    Owner
    Dollar Book Fair Buena Park Jan 2016 - Present
    Buena Park Ca
  • Harvard Business School Association Of Orange County (Hbsaoc)
    Board Of Directors
    Harvard Business School Association Of Orange County (Hbsaoc) May 2007 - Nov 2013
  • Business Growth Conference 2010
    Co-Chair Of Marketing
    Business Growth Conference 2010 2008 - 2010
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Feb 2007 - May 2008
    View
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley 2005 - 2007
    View
  • Crown Books
    Store Manager
    Crown Books 2004 - 2005
  • Kingsway Road
    Owner/Founder
    Kingsway Road Sep 1993 - May 2003
    Founder/owner of high-end retailer specializing in tabletop, giftware and decorative accessories, Became the highest volume independent specialty retailer of its kind in OrangeCounty; Founded a unique program in which the company donated a percentage of profits from bridal registry sales to the charity of the newlywed couples' choice
  • Big Dog Holdings
    Production Manager
    Big Dog Holdings 1992 - 1993
    planned inventory requirements, ordered materials, negotiated pricing, delivery and terms with vendors and contractors to manufacturer, wholesaler, and retailer of Big Dog Sportswear
  • Stor Furnishings
    Merchandise Manager
    Stor Furnishings 1989 - 1991
    Managed all merchandising functions and a staff of 120+ at home furnishings retailer with $24 million annual sales volume
  • Three D Bed And Bath
    District Manager
    Three D Bed And Bath 1988 - 1991
    Costa Mesa, Ca
    assistant buyer, store manager, and district manager for chain of linens and home furnishings stores
  • Target Stores
    Operations Manager/Assistant Store Manager
    Target Stores 1986 - 1988
    Garden Grove, Ca
    Supervised 12 direct report department managers and 150 indirect reports, in charge of budgets, payroll and expense control, scheduling, cashiering and cash office functions, inventory, receiving, maintenance, loss prevention, and general store management duties for $15 million volume Target Store.
  • Asahi Electronics/Asahi Keikki
    English Program Director
    Asahi Electronics/Asahi Keikki 1982 - 1983
    Kitakyushu, Japan

Adele Canetti Skills

Portfolio Management Retirement 401k Small Business Financial Analysis Strategic Planning Business Strategy Investments Business Planning Financial Modeling Strategic Financial Planning Entrepreneurship Asset Managment Retirement Planning Retail

Adele Canetti Education Details

Frequently Asked Questions about Adele Canetti

What company does Adele Canetti work for?

Adele Canetti works for Bargain Book World

What is Adele Canetti's role at the current company?

Adele Canetti's current role is Investment Advisor at American Money Management LLC.

What is Adele Canetti's email address?

Adele Canetti's email address is ac****@****aol.com

What is Adele Canetti's direct phone number?

Adele Canetti's direct phone number is +194929*****

What schools did Adele Canetti attend?

Adele Canetti attended Harvard Business School, University Of California, Los Angeles, Adelaide Price.

What are some of Adele Canetti's interests?

Adele Canetti has interest in Travel, Dance.

What skills is Adele Canetti known for?

Adele Canetti has skills like Portfolio Management, Retirement, 401k, Small Business, Financial Analysis, Strategic Planning, Business Strategy, Investments, Business Planning, Financial Modeling, Strategic Financial Planning, Entrepreneurship.

Not the Adele Canetti you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.