Vetted Certified Daily Money Managers in Florida

Independent identification of accredited Daily Money Managers (DMMs) providing day-to-day bill payment, insurance tracking, and personal bookkeeping infrastructure for independent seniors.

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What is a Daily Money Manager and why do solo agers need one?

A Certified Daily Money Manager (CDMM) acts as a professional day-to-day financial safeguard. Unlike a high-level CPA or wealth manager, a daily money manager manages the ground-level logistics of independent living: paying routine household bills, organizing tax documentation, auditing medical insurance claims for fraud, and balancing accounts. For solo agers, they provide essential structural guardrails against financial exploitation, missed utility deadlines, and administrative overwhelm without involving local family members.

Key Factors to Evaluate (The Checklist Box)

Single individuals evaluating a Daily Money Manager should prioritize:

  • AADMM Certification: Active membership and background checking via the American Association of Daily Money Managers (AADMM).

  • Fiduciary Bonding: Verification of professional liability (errors & omissions) insurance and active corporate bonding.

  • Secure Software Infrastructure: Delivery of secure digital storage portals for tracking account statements and financial records.

  • Exploitation Protection: Established protocols for identifying senior-targeted phishing, mail fraud, and sweeping subscription drafts.

Compare Vetted CDMM's:

Mirlene Debreuze, Pembroke Pines, CDDM:

She is a certified daily money manager with offices in both Pembroke Pines, FL and Adventura, FL. Mirlene specializes in helping solo agers and elderly couples navigate bill payment, budgeting and life transitions. 

Best for:

  • Routine bill payment & checking account balancing
  • Financial record management
  • Negotiating with creditors
  • Providing regular fiduciary statement reports to designated agents
  • Notary services

Jennifer Shulman, St. Petersburg ,FL, CDDM

Jennifer is an MBA and certified Daily Money Manager with an office in St. Petersburg, FL.

Best for:

  • Day-to-day personal bookkeeping & bill payment
  • Identifying and eliminating fraudulent billing or double payments
  • Coordinating directly with fiduciaries on finances
  • Automating physical household operational expenses

Adele Tussan-Gross, Miami,FL, CDMM

Adele is a certified Daily Money Manager with an office located in Miami, FL. She has been helping solo agers and the elderly with bill payment, downsizing, life transitions and budget organization since 2003. 

Best for:

  • Comprehensive monthly expense tracking & budgeting
  • Establishing secure digital bill-pay transitions
  • Medical claim filing and dispute navigation
  • Fiduciary services and tasks, including POA

Frequently Asked Questions

We have answered your most commonly asked Certified Daily Money Manager questions...

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Research Methodology & Vetting Standards

Our comparison of Florida Daily Money Managers evaluates providers based on strict operational criteria tailored for independent security. We analyze:

  • Professional Certification: Verification of active Certified Daily Money Manager (CDMM) status through the American Association of Daily Money Managers (AADMM).

  • Background Cleared: Requirement of recurring, independent criminal background screens as mandated by national certification bodies.

  • Insurance & Bonding: Verified proof of professional liability insurance specifically structured to cover personal bookkeeping and administrative asset handling.

  • Integration Capabilities: Demonstrated history working collaboratively alongside elder law firms, corporate trustees, and independent patient advocates.

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