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.

Steve Caccavo CSA

Vice PresidentPersonal Money Manager
Work New City New York 10956 United StatesWork Phone: (914) 288-5007Work Phone: (845) 634-0076Business Established: March 1, 2008Website: https://personalmoneymanager.net/Website: https://personalmoneymanager.net/meet-steve/


Photo of Steve Caccavo CSA

As a daily money manager / financial organizer, Steve provides “boots on the ground” support to seniors (at home), along with their families and other trusted advisors (attorney, accountant and financial advisor).

He reviews and pays bills, obtains property tax abatements, keeps insurance in place and paid for, organizes financial-related paperwork, and more.

He has helped seniors solve other problems, including obtaining over $10,000 from pet insurance claims, and managing an asbestos and mold abatement project in a client’s home.

Steve developed his strong organizational, problem-solving and “people” skills during a career as a business owner/entrepreneur; and later as a business organizer and advisor. To jump-start his knowledge of seniors’ needs, he obtained the professional designation of Certified Senior Advisor (CSA)® in 2010.

Steve views the work of helping seniors as a way of honoring his late parents, who lived long (99 and 93 years) and fruitful lives helping others.

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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