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.…
Daily Money Whys is a Daily Money Management firm that provides core money management services as well as liaison and consulting services with other professionals such as legal, tax & investment advisors. Our client base is senior citizens and others who need help organizing, managing and executing their daily financial activities. We design services around their greatest need in order to manage their money and stay safe from defrauders. We focus on guiding our clients on organization skills and good financial management strategies while remaining in compliance with good credit techniques.
What We Do:
Ensure the well-being of our clients’ daily financial lives
Liaison with other professionals to ensure data continuity
Relieve family members of daily financial services of loved ones
Educate clients on best practices regarding data and other security measures
Who we are: Pam Adams, MBA, Principal of Daily Money Whys, is a seasoned financial executive who spent her corporate career delivering improved finance operational metrics by listening to the voice of the customer. …
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