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.
Certified PDMM865 Menlo Oaks DriveMenlo Park, California94025United StatesworkWork Phone:650-465-4408workWork Fax:650-434-5700workfaxEmail:INTERNETBusiness Established: October 1, 2000Business Established - Bruce A. Ackermann MBA, CFA, PDMM20001001000000Website:http://www.ackermannmoney.com
Seniors and Older Adults
Bill payment services for individuals and families
Financial record management
Negotiating with creditors
Medical billing issues
Assisting family members or other professional who are named as fiduciaries
Financial coaching or counseling
Financial fraud issues
Facilitation of household payroll
Tracking donations made to non-profits and gifts made to individuals
Bruce Ackermann has provided personal financial assistant services since October 2000 as an independent, fee-only, certified Professional Daily Money Manager.
Mr. Ackermann is an industry veteran with forty years of experience in investment management, financial analysis, healthcare services, human resources, and corporate finance and administration. He built and ran six Interim Healthcare® medical staffing offices, four Spherion® clerical and light industrial staffing offices, a legal staffing service and a workers’ compensation case management business.
Mr. Ackermann began his career doing merger and acquisition due diligence work as a financial analyst with Chemed Corporation, a publicly traded specialty chemicals and medical products and services firm spun off by W.R. Grace & Company.
Mr. Ackermann is a Phi Beta Kappa graduate of Knox College, with a BA in Economics. He is a dual-year Dean’s List graduate of The University of Chicago Booth School of Business, with an MBA in Finance.…
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.…
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