AADMM
   
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.

Ms Theresa Deliberto NCG

Professional FiduciaryFamily Records Management
Work 7474 N. Figueroa St #125 7474 N. Figueroa St #125 Los Angeles California 90041 United StatesWork 1508 Arroyo View Dr Pasadena California 91103 Cell Phone: 8185547783Business Established: January 17, 1980Website: http://www.recordsorg.com

Biography

Photo of Ms Theresa Deliberto NCG
Family Records Managements offers a full range of financial services, including; organizing tax records, balancing checkbooks, paying bills and filing Medicare or insurance claims. FRM works with their client’s CPAs, attorneys, and financial advisors to ensure timely, efficient and comprehensive service. We also perform all required legal and reporting for fiduciaries and trustees.Our mission is to assist businesses with daily cash management, bookkeeping, financial analysis, and strategic planning. All small businesses require adequate financial oversight to grow and succeed at every level. Call us today to find out how we can help.

Theresa began her career in the Care Industry out of a labor of love, when one of her closest friends became ill and was in need of an advocate for her wellbeing, her finances and eventually her estate. As a result, Theresa started Just Like Family, Inc. in 2006.

Using her business mind and experience, Theresa advocates for people when they can no longer advocate for themselves. Theresa is a Professional Licensed Fiduciary, Trustee and Conservator – but it goes far beyond that. She has been named the “Daughter for Hire” by many of her clients. Theresa’s primary mission is to protect her clients and everything they have worked so hard to achieve, and she strongly promotes that her clients maintain their integrity and dignity at all times.  She makes sure they are enjoying their lives to the fullest, with the least amount of stress and worry. Theresa insists her clients  live their lives on their terms! She acts as their eyes, ears and voice when necessary. Some of her clients like to refer to her as their Personal Assistant, whether it’s just being there for daily money management and bill paying or taking care of their daily lives and estate.

Prior to being in Care Management Theresa enjoyed a successful Sales Career in the Printing Industry and also founded a company – Cupcake Cuties in 2009.

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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