Peter Gordon, CSA, CDMM

Peter S. Gordon is the President of New York Financial Organizers, Inc. (Daily Money Management), a company that specializes in daily money management and financial organization services. He is a Certified Senior Advisor (CSA) and a Certified Daily Money Manager (CDMM). His professional background includes:

• Education: He earned a BA in Political Science from the State University of New York at Buffalo and an MBA in Finance from Baruch College.23
• Experience: Gordon has extensive experience in financial management, having served as President of New York Financial Organizers, Inc. since January 2015. He also previously held similar positions at Gordon Associates and inc3.12
• Certifications: He is certified by the Society of Certified Senior Advisors and the American Association of Daily Money Managers.13
• Services: His company provides a range of services including bill paying, financial organization, maintaining Pooled Income Trusts, acting as a fiduciary, organizing tax documents, negotiating with creditors, and assisting with medical insurance claims.12

Gordon's mission is to bring order and peace of mind to his clients by managing their day-to-day financial tasks, thereby complementing the work of other professionals in the accounting, investment, legal, and social service fields.2