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 name is Deborah Campbell. My passion to transform people’s personal and professional lives from chaotic disarray to an orderly and tranquil environment, motivated me to create and launch DC & Company, LLC.
Through DC & Company, LLC, I design and implement innovative and efficient systems to free up my clients’ time and give them peace of mind. Financial services include, but are not limited to: bill pay, mail and filing, reconciling accounts, reviewing insurance, fraud watch, financial coaching, payroll, budgeting and preparing reports for taxes.
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)
A person in recovery from heroin addiction would never be asked to keep heroin in her pocket and yet for the millions of people struggling with gambling addiction there has been no solution to limit their access to money. Campion Cash Management, LLC, will solve this greatest need. Giving gamblers in recovery the ability to manage their finances while limiting their access to cash. This reduces their ability to relapse, and over time increases savings and decreases debt, supporting their long term recovery and financial stability.
Susan Campion, owner, has 30 years experience working in social service and is an Internationally Certified Gambling Counselor -II. She is also a Certified Financial Educator and a member of the Association of Daily Money Managers. Working with clients and families in need has given her the experience required to work with clients who struggle with their financially destructive behaviors and the ability to help them start making changes towards financial stability.
The information presented here is not intended to substitute for legal, accounting, tax or other professional advice. Probate and contract law varies form state to state. All members are advised to obtain advice from professionals in his/her own state. Any information and reference materials recommended by other members should not be relied upon as being comprehensive or error free. Any legal documents shared by members should be reviewed by an attorney in the member's home state.
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