National Association of Board Certified Advisory Practices
Melville, NY – August 24, 2012 – CJM Wealth Management announced today that Charlie J. Massimo have been recognized as NABCAP Premier Advisors, an exclusive group of financial advisors who represent the best in quality wealth management in Melville, NY.
The designation is awarded annually by the National Association of Board Certified Advisory Practices (NABCAP), a nationally-registered 501(c)(3) nonprofit organization, established to serve the needs of the investing public by helping identify top wealth managers. The selection process is based on a proprietary system whose ultimate goal is to provide investors and advisors a trusted standard of excellence to help guide them within the financial services industry.
The evaluation process assesses 20 categories of practice management, which include areas such as customer service, risk/investment planning philosophy, credentials, team dynamics, fee/cost structure, and average AUM per client among other areas.
The NABCAP Premier Advisors were announced in the August 24, 2012 edition of the Long Island Business News.
About Charlie J. Massimo
Recognized as an industry expert and guest speaker at national industry conferences, Charlie Massimo, CEO CJM Wealth Management Inc., is a published author and media subject expert on subjects ranging from wealth/asset management to investment and financial planning for high net worth families and business owners.
The National Association of Board Certified Advisory Practices (NABCAP) is a nonprofit organization created to establish mutually understood standards and practices among both investors and advisory practices. Their primary mission is to educate and inform the investing general public with reliable, unaffiliated, unbiased and completely objective educational resources and information. NABCAP Premier Advisor’s lists are a powerful reference for investors to identify the top wealth managers in their local market. Visit www.nabcap.org for more information.
Meet Charlie Massimo and listen to him speak about special opporitunties and little-known strategies available exclusively to small business owners during our VIP Private Investment Roundtable
October 23rd & 25th
6:30 – 8:30 P.M.
1100 Jericho Turnpike
Westbury, NY 11590
To RSVP please call 866 923 0933