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.
Karen Caccavo MBAPresidentPersonal Money Manager
Karen Rosenberg Caccavo, President of Personal Money Manager, is a financial and paperwork organizer (a daily money manager) in the New York-New Jersey metro area with seniors, in their homes. She helps interpret and pay bills; gathers information at tax time; sets up and maintains home filing systems, and completes important forms and paperwork. Karen coordinates her work with clients’ trusted advisors (attorney, accountant, financial advisor, insurance broker, realtor, care manager and others) to get important work completed on a timely basis.
Karen has an MBA from the Wharton School of the University of Pennsylvania. She is a longtime member of, and has held leadership positions in, the American Association of Daily Money Managers, the National Association of Productivity and Organizing Professionals, and the Estate Planning Council of Rockland County, NY.