|Charlie Massimo `84|
Charlie Massimo is the President and Founder of CJM Wealth Management, a firm that has been named the top wealth management company on Long Island by NABCAP. He started his career in 1984 as a compliance officer at Shearson Lehman Brothers and then moved to New York Life Insurance Company as a senior representative and later joined Merrill Lynch as a financial consultant in the Private Client Group. In 1999, he moved to Smith Barney as vice president of investments.
In 2003, Charlie founded CJM Wealth Management. Now, ten years since opening, CJM Wealth Management manages roughly $300 million in client assets and invests in over 12,000 stocks in more than 20 countries.
More recently, he was listed in the 2014 volume of “America’s Select Financial Advisors,” and his firm was named “Premier Wealth Management Company on Long Island” by NABCAP’s. Additionally, he just completed his first book, Getting Off The Street – Sane Investment Advice from One of the Nation’s Leading Wealth Managers.Married and the father of triplets, one daughter and two sons, both of whom are on the autism spectrum, Charlie realizes that each of his clients has a vision for their life and the lives of their loved ones. One of the hallmarks of Charlie’s vision is his professional fulfillment born of knowing he has helped his clients achieve their financial goals, build the life they desire, and benefit from having a trusted advisor with whom they enjoy a warm, open relationship.