Charlie Massimo, CEO
President and Founder, Charlie Massimo (IAR) started his career in 1984 as a compliance officer at Shearson Lehman Brothers. He 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.
While his career was advancing, Charlie couldn’t help but feel as though there was a piece missing from the “big picture.” Determined to run a firm that put the interests of its clients above everything else, while practicing true wealth management with integrity and ethics, Charlie took a leap of faith and founded CJM Wealth Management in 2003. The firm now manages nearly $200 million in client assets it has also been named the top wealth management company on Long Island by NABCAP.
He is a strong believer in the principles conveyed in Napoleon Hill’s, “Think and Grow Rich,” a book inspired by Andrew Carnegie during the Great Depression. That is, having a clear objective and a creative vision, being optimistic, taking the initiative, making the extra effort, managing your time and your money will lead to success. Massimo believes it has helped him achieve his goals and equally important, enabled his firm to help its clients reach their goals. On August 24th, 2012 Charlie was recognized as NABCAP's Premier Advisors, an exclusive group of financial advisors who represent the best in quality wealth management.
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 of what they want their lives and that of their loved ones, to be. In his case, it means a life marked by a level of professional fulfillment that comes from 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.
