ABOUT RITA KUEHNIS

I grew up in Switzerland and graduated from the Swiss Federal Institute of Technology (ETH) in Zurich, Switzerland, with a Master of Science in Electrical Engineering. Luckily my mother taught me from childhood onwards how important it is to have a budget and save money for future goals. During living in Finland for 17 years, I gained extensive experience in project management and learned to adjust to a new culture. Outside work, I was "our family's CFO". 

​

The following experience raised my interest in the profession of a Daily Money Manager: In spring 2015 our family, with four children between 11 and 18 years old, moved to the United States. After that move, I found myself in a similar situation as many of my clients: everything around me was unfamiliar, I got stressed about our finances, and I needed help getting the tasks done. The advice of our relocation consultant was crucial for me at that time. With her guidance, I could get our family back into regular life and our finances under control again. Today I am a member of the American Association of Daily Money Managers, following their code of ethics and standard of practice and carrying the professional insurance for DMMs. All members of the AADMM pass a criminal background check regularly.

​

In December 2023, I achieved the designation of a Certified Daily Money Manager® (CDMM®) This recognition credits the experience and in-depth knowledge of all aspects of Daily Money Management. It represents a dedicated investment in enhancing my expertise to serve my valued clients better and I am more equipped than ever to provide optimal daily money management services tailored to unique financial needs.

 

Being a Daily Money Manager gives me the ideal combination of analytical and number-based work, paired with social interactions with many different types of people. I love to help my clients to take control of their finances and get peace of mind, so they can focus on what matters most to them.

​

In my free time, I enjoy spending time with my family, and I am often outdoors: running, hiking, or just enjoying being in nature. I like reading a book (either for the next book club meeting or just for fun) and cooking & eating tasty food.  

​

I would love to hear from you and get the opportunity to provide you with your daily dose of financial peace of mind.

​