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.

    A B C D E F G H I J K L M N O P Q R S T U V W Y Z
    Photo of Bruce A. Ackermann MBA, CFA, PDMM

    Bruce A. Ackermann MBA, CFA, PDMM

    Founder and PresidentAckermann Money Management
    Certified PDMM 865 Menlo Oaks Drive Menlo Park, California 94025 United StatesWork Phone: 650-465-4408Work Fax: 650-434-5700Business Established: October 1, 2000Website: http://www.ackermannmoney.com
    Clients Served
    • Adult Children
    • Seniors and Older Adults
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Debt reduction
    • 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
    • Works Remotely
    Photo of Fernande Marie Bencze CRMP

    Fernande Marie Bencze CRMP

    Certified Reverse Mortgage ProfessionalAmerican Advisors Group
    523 White Birch LN Suite 100 Windsor, California 95492 United StatesCell Phone: 707.799.5888Work Phone: 415.506.1282Member Since: April 10, 2019Website: http://aag.expert/FernandeBencze
    Clients Served
    • Adult Children
    • People with disabilities, chronic illness, including mental illness
    • Seniors and Older Adults
    Services Provided
    • Assisting family members or other professional who are named as fiduciaries
    No Image Available

    Jodi Bente

    Maxwell Money Management
    10 Commercial Blvd Suite 110 Novato, California 94949 United StatesWork Phone: 415-475-4190 x 150Work Fax: 415-575-4191Website: http://www.maxwellmoney.com
    No Image Available
    Certified PDMM 79-401 Hwy 111, Suite F La Quinta, California 92253 United StatesWork Phone: 949-212-1221
    Photo of Jennifer Bigelow

    Jennifer Bigelow

    Veritas Home Office Management, Inc
    PO Box 93842 Pasadena, California 91109 USACell Phone: 626-221-5721
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • People with disabilities, chronic illness, including mental illness
    • People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
    • Seniors and Older Adults
    • Small Business Owners
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Financial record management
    • Budgeting
    • Debt reduction
    • Negotiating with creditors
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Financial fraud issues
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    No Image Available

    Sharleen Boucher

    OwnerCreating Harmony
    P.O. Box 1093 Aptos, California 95001 USACell Phone: 8318181336
    Clients Served
    • Busy Professionals
    • High Net Worth Individuals and Families
    • People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
    • Seniors and Older Adults
    • Small Business Owners
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Financial record management
    • Budgeting
    • Notary services
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Gene Brown MBA

    Gene Brown MBA

    Principal and FounderBedrock Fiduciaries
    24050 Madison St. Ste 108 Torrance, California 90505 USA1732 Aviation Blvd. Ste 532 Redondo Beach, California 90278 USAWork Phone: (310) 933-4723
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Military Personnel and Veterans
    • Non-profit Organizations
    • People with disabilities, chronic illness, including mental illness
    • People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
    • Seniors and Older Adults
    • Small Business Owners
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Financial record management
    • Budgeting
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Rep Payee court appointed work
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    No Image Available

    Donna Kathryn Burke CPA

    Burke’s Bookkeeping
    4405 Lake County Highway Calistoga, California 94515 USCell Phone: 4153061199Business Established: January 1, 2019
    Clients Served
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Military Personnel and Veterans
    • People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
    • Seniors and Older Adults
    • Small Business Owners
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Financial record management
    • Budgeting
    • Debt reduction
    • Financial coaching or counseling
    • Works Remotely
    No Image Available
    2443 Fillmore Street, #301 San Francisco, California 94115 United StatesWork Phone: 415-487-9643
    No Image Available

    Ellen Calcagno

    Daily Money Management with A Loving Touch
    9865 Santa Clara Road Atascadero, California 93422 United StatesWork Phone: 805-704-6520Work Fax: 805-461-5370
    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.
    The user assumes all responsibility and risk for the use of this website. Under no circumstances shall the American Association of Daily Money Manager (AADMM), its board members, or management team be liable for any direct or indirect damages that result from the use of information posted on the website. Reference to any products of services are for convenience only and do not constitute an endorsement of AADMM.