In this episode of "Organizing Life's Daily Demands" Peter Gordon interviews Jacob Gordon, Daily Money Manager at NYFO. Jacob is committed to keeping updated records and providing support to all clients. After watching his father go through great lengths to take care of his own parents as they became elderly, Jacob joined NYFO in 2017 with the mission of delivering client-friendly service and maintaining organized and protected personal data. He has achieved the Certified Daily Money Manager (CDMM) accreditation, and holds significant experience in the world of fiduciary services in New York State. He is a member of the American Association of Daily Money Managers (AADMM), the Orion Resource Group, and the Geriatric Advisory Council of New York City.
Connect with Jacob
LinkedIn - https://www.linkedin.com/in/jacobdgordon/
Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances.
In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands.
Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990
Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon
Learn more about New York Financial Organizers: https://nyfo.nyc/
