AADMM does not endorse nor guarantee the services of any member listed in the "DMM Directory" section. However, all current AADMM members listed below have signed a Code of Ethics. We always encourage consumers to interview and ask for client or personal references before commencing services from a DMM. Be sure to review our list of questions to ask before hiring a DMM.
Certified PDMM865 Menlo Oaks DriveMenlo Park, California94025United StatesworkWork Phone:650-465-4408workWork Fax:650-434-5700workfaxEmail:INTERNETBusiness Established: October 1, 2000Business Established - Bruce A. Ackermann MBA, CFA, PDMM20001001000000Website:http://www.ackermannmoney.com
Seniors and Older Adults
Bill payment services for individuals and families
Financial record management
Negotiating with creditors
Medical billing issues
Assisting family members or other professional who are named as fiduciaries
Financial coaching or counseling
Financial fraud issues
Facilitation of household payroll
Tracking donations made to non-profits and gifts made to individuals
Bruce Ackermann has provided personal financial assistant services since October 2000 as an independent, fee-only, certified Professional Daily Money Manager.
Mr. Ackermann is an industry veteran with forty years of experience in investment management, financial analysis, healthcare services, human resources, and corporate finance and administration. He built and ran six Interim Healthcare® medical staffing offices, four Spherion® clerical and light industrial staffing offices, a legal staffing service and a workers’ compensation case management business.
Mr. Ackermann began his career doing merger and acquisition due diligence work as a financial analyst with Chemed Corporation, a publicly traded specialty chemicals and medical products and services firm spun off by W.R. Grace & Company.
Mr. Ackermann is a Phi Beta Kappa graduate of Knox College, with a BA in Economics. He is a dual-year Dean’s List graduate of The University of Chicago Booth School of Business, with an MBA in Finance.…
Lee began his fiduciary services when a family member developed dementia. He subsequently spent over 12 years managing and organizing the finances of several other family members. Having seen the impact of the loss of a spouse or the inability of an individual to effectively manage their affairs, he is dedicated to giving individuals and family members the peace of mind that comes from knowing their daily finances will be handled in an honest, professional manner.
He started Alton Financial Management to provide the assistance needed for his clients to remain as independent as possible. Lee received his BS in Math from the Air Force Academy and his MBA from Webster College. He is a member of the Maricopa Elder Abuse Prevention Alliance and the Financial Fraud Prevention Committee. He sits on the board of two non profit organizations.
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