Name: Roz Odmark
Website: www.RozOdmark.com
Date: 04/19/2010
Type of Service: Think of your personal daily money manager as a concierge assistant specializing in bookkeeping services to save you both time and money. Whether you are a busy professional juggling family and business, a single career-oriented individual who values their time, a widow or widower who needs day-to-day money management assistance, Roz Odmark provides you with the following services:
  • On-time Bill Paying Eliminates Penalties & Late Fees
  • Balancing Checkbooks With Month End Reports
  • Preparing & Making Bank Deposits
  • Organizing Year End Tax Records, Insurance Claims & Other Paperwork
  • Managing Your Airline Miles, Gift Cards & Credits
  • Negotiating With Creditors

During an initial no-obligation consultation, Roz will explain how her services will blend into your everyday routine.

Company Description:

 

 Roz Odmark, PDMM, is a sole proprietor located in Rancho Santa Fe,
California. She personally provides services to her clients across San Diego and its North Coastal communities.
Company Mission: Roz Odmark's Mission is to bring clarity and order to an individual or a
family’s daily money management of bills, budgets and record keeping.

Roz cares about people, and to her -- your money matters!
Brief Résumé: Throughout her early career, Roz held varied customer service and leadership positions with companies such as Penny’s, Standard Airways, Lockheed and Sun Realty to name a few. The 80s and 90s saw Roz take on bookkeeping, accounting and financial responsibilities in the family residential development business. From Montana to New Mexico to Southern California, she successfully helped build and transition the family’s business operations.

As a natural career progression, in 2003 Roz identified her desire to become a Professional Daily Money Manager. The business model combined her love of helping people with their money with her precise, practical and perfectionist attitude for managing details. She invested the time and money in taking the courses and workshops required to gain her PDMM designation and membership with the American Association of Daily Money Managers.

With diverse hobbies such as, golf, SCUBA diving, Sudoku, bridge, sailing and more, Roz is a woman for all ages, places and times, and she resides in Rancho Santa Fe.

Roz is sensitive to the needs of her busy clients. She is unassuming. Her optimistic personality is a perfect fit for making them feel comfortable sharing their financial situations.
 
Education Experience: 1980 - 1999
Financial Manager

For family's residential community development business in Santa Monica, CA, Corvalis, MT, Santa Fe, NM and San Diego, CA

2003 - Present
Roz Odmark, PDMM
Professional Daily Money Manager, San Diego, CA

In 2003 Roz gained her PDMM designation and membership with the AADMM. She immediately began helping her clients manage their day-to-day money matters in her private practice.

Member of AADMM - American Association of Daily Money Managers BNI - Business Network International

Other: Testimonial

“As an experienced PDMM, Roz Odmark does exactly what you need her to do. She’s very easy going. I highly trust her to handle our day-to-day personal money matters.”
W. W.
Rancho Santa Fe

To summarize . . .

As a certified Professional Daily Money Manager, Roz Odmark’s services meet a continuum of your needs, from organizing and keeping track of your financial, medical and insurance papers, to assisting you with check writing and maintaining your bank accounts.

Rejoice! You no longer have to set aside precious time to take care of what seems to be menial and boring tasks. To Roz your budget and finances are important. She thrives on taking care of your day-to-day money management.

Call or email Roz today to schedule your complimentary consultation.

Phone: (858) 759-2440
Email: Roz@RozOdmark.com