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Profile

At CJM Fiscal Management we have a very simple philosophy -
"Put the clients’ best interest ahead of the firm’s.
Practice with integrity. And cultivate lifelong client relationships.”

 Charles Massimo

Charles Massimo is President of CJM Fiscal Management with nearly $200 million under management. CJM provides comprehensive wealth management and legacy planning services to individuals and corporations. He specializes in comprehensive wealth management Services to ultra affluent families, families with autistic children and closely-held businesses.

Mr. Massimo is widely-recognized as industry expert and guest speaker at national industry conferences. He is a published author and media subject expert on topics ranging from wealth/asset management to investment and financial planning for high net worth families with children on the autism spectrum, to investment planning for corporations and 401(k)/403(b) plan optimization and compliance. He has been featured as a wealth management expert in national print and broadcast media, including the Wall Street Journal, BusinessWeek, CBS News, NBC News, Fox News, Newsday, Worth Magazine, Crain’s New York Business, the New York Times and www.CNBC.com.

Mr. Massimo started in 1984 at Shearson Lehman Brothers as a compliance officer. He later moved to New York Life Insurance Company as a senior representative. He joined Merrill Lynch in the Private Client Group as a financial consultant and then moved to Smith Barney in 1999 as vice president of investments. He founded CJM Fiscal Management in 2003.

A graduate of Manhattanville College, his achievements include being named to the “2008 Reuters Top Advisor List,” and nominated to Worth Magazine’s “Top 100 Wealth Advisors” (2007).

To get more information on CJM and Charles Massimo visit www.cjmfiscal.com.