American Association of Daily Money Managers

DMM Directory

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 Caldwell

Caldwell Daily Money Management Services
Work 14 Hyannis Cove San Rafael California 94901 United StatesWork Phone: 415-459-1519Cell Phone: 415-302-5798Website: http://www.caldwell-dmms.com


Photo of Karen Caldwell

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.

Karen is a member of the American Association of Daily Money Managers (AADMM). She is also bonded and insured, and has received her certification from CSU-Fullerton in Professional Fiduciary Management for Trustees.

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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