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.
New City, New York10956United StatesworkWork Phone:845-634-0076workWork Phone:914-288-5229workEmail:INTERNETBusiness Established: March 1, 2008Business Established - Karen R. Caccavo MBA20080301000000Website:https://www.PersonalMoneyManager.net
High Net Worth Individuals and Families
People with disabilities, chronic illness, including mental illness
People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
Seniors and Older Adults
Bill payment services for individuals and families
Financial record management
Medical billing issues
Assisting family members or other professional who are named as fiduciaries
Tracking donations made to non-profits and gifts made to individuals
Karen Rosenberg Caccavo, Personal Money Manager, is a confidential trusted financial/paperwork professional working in the New York tri-state area. Her primary focus is seniors and their paperwork challenges. She helps pay bills, gather tax information, resolve paper clutter, set up and maintain home filing systems, and complete forms and paperwork with clients in their homes. An MBA from the Wharton School, Karen coordinates her work with clients’ trusted advisors (attorney, accountant, financial advisor, insurance broker, realtor, care manager and others) to help get important work completed on a timely basis.
Karen holds leadership positions in the American Association of Daily Money Managers- Greater NY Chapter, the National Association of Productivity and Organizing Professionals, and the Estate Planning Council of Rockland County, NY.
Karen brings to her practice as a Daily Money Manager more than 30 years of experience as an executive and Vice President in the financial services industry. She has worked for several major national and international banking institutions, including Bank of America, Citibank, Crocker National Bank & Wells Fargo, overseeing, underwriting and closing 8-figure project and commercial real estate loan transactions.
Her 10+ years as a Life and Certified Money Coach, as well as CEO/Founder of Wealth Pathfinders LLC, have been an invaluable experience, allowing her to hone the necessary skills and tools to help clients become more empowered and fulfilled at any age.
As a Daily Money Manager, mentor and advocate, I am helping to make my clients’ lives more manageable and thus reduce their stress and worry around bill paying and the day-to-day financial tasks. For seniors, I am helping them remain independent and in control, thereby enabling them to maintain their dignity and self-esteem, as well as live a more joyful life.…
My background as investigator, certified public accountant, and auditor makes me well suited for daily money management and the core competencies required. One of the most appealing aspects of providing such services is the opportunity to help protect against fraud and financial exploitation. I am accustomed to being entrusted with and handling highly personal and confidential matters and information. I am detail oriented and dependable and strive to always be efficient, empathetic, and professional in my work. Education: MBA with concentration in accounting, Vanderbilt Univ., 1990; BBA, major in finance, Univ. of Kentucky, 1988. Other: certified public accountant (inactive status; TN license #12192 issued in 1992); private investigator (TN license #4981 issued in 2000)
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