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Debbie Verity, Daily Money Manager, C.P.G.
As a Daily Money Manager I function as a personal financial assistant, specialized in assisting seniors and people with disabilities. My goal is to help you maintain your independence as long as possible by helping you manage your finances when it becomes too much of a burden for you to do so on your own.
In 2005 after my mother was hospitalized twice following falls, she asked for my help handling her financial affairs. Because of her subsequent diagnosis of dementia, our arrangement has progressed from working side-by-side, to my handling her transactions and then reviewing them with her, to the present day when the dementia prevents her from understanding her finances.
I am passionate about using my financial skills to help our most vulnerable adults - seniors and people with disabilities. I can help you whether your needs are simple (such as needing me to set up a financial software program and train you to use it) or complex (monitoring multiple bank and investment accounts, multiple sources of income, payments or multiple bills, and medical billing issues).
I hold a Certificate in Gerontology from Foothill College's two-year course of study on the challenges of seniors and aging. I participate in continuing education offered by AADMM to stay abreast of new approaches in money management, and I attend local seminars on issues related to seniors and aging. This education, combined with ten years of corporate credit management and banking experience and eight years of direct experience helping with personal finances, provides a solid foundation for my business, Verity Money Management.
Giving back to the community is important to me. I volunteered as a Girl Scout troop leader and local association board member for 12 years. My volunteer work at schools includes PTA board positions, committee chairmanships, and working in the classroom and library at Oak Knoll School, Hillview Middle School and Menlo-Atherton High School. I was recognized with continuing service awards at Hillview and M-A.
I am pledged to uphold a strict code of ethics to act in a professional manner solely on my client's behalf in order to promote their well-being, to maintain the accuracy and confidentiality of their records, to respect their right to privacy, and to treat them with dignity. My services are fully insured with errors and omissions insurance that is underwritten by Lloyd's of London.
In 2005 after my mother was hospitalized twice following falls, she asked for my help handling her financial affairs. Because of her subsequent diagnosis of dementia, our arrangement has progressed from working side-by-side, to my handling her transactions and then reviewing them with her, to the present day when the dementia prevents her from understanding her finances.
I am passionate about using my financial skills to help our most vulnerable adults - seniors and people with disabilities. I can help you whether your needs are simple (such as needing me to set up a financial software program and train you to use it) or complex (monitoring multiple bank and investment accounts, multiple sources of income, payments or multiple bills, and medical billing issues).
I hold a Certificate in Gerontology from Foothill College's two-year course of study on the challenges of seniors and aging. I participate in continuing education offered by AADMM to stay abreast of new approaches in money management, and I attend local seminars on issues related to seniors and aging. This education, combined with ten years of corporate credit management and banking experience and eight years of direct experience helping with personal finances, provides a solid foundation for my business, Verity Money Management.
Giving back to the community is important to me. I volunteered as a Girl Scout troop leader and local association board member for 12 years. My volunteer work at schools includes PTA board positions, committee chairmanships, and working in the classroom and library at Oak Knoll School, Hillview Middle School and Menlo-Atherton High School. I was recognized with continuing service awards at Hillview and M-A.
I am pledged to uphold a strict code of ethics to act in a professional manner solely on my client's behalf in order to promote their well-being, to maintain the accuracy and confidentiality of their records, to respect their right to privacy, and to treat them with dignity. My services are fully insured with errors and omissions insurance that is underwritten by Lloyd's of London.
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Memberships and Credentials:
Member of AADMM, the American Association of Daily Money Managers Credentialed Professional Gerontologist (C.P.G.) through NAPG, the National Association for Professional Gerontologists |
Code of Ethics:
All AADMM members abide by a strict Code of Ethics that governs their practice as a DMM. NAPG requires a Code of Ethics that guides members in their professional activities involving seniors. |
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Insurance:
Errors and Omissions Insurance: Daily Money Manager's Professional Liability Insurance underwritten by Lloyd's of London, effective February 18, 2014 General Liability Insurance |
Education:
BA in Human Behavior 1976 United States International University San Diego CA Certificate in Gerontology Foothill College Los Altos CA |