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Work With Special-Needs Families Underscores the Value of Planning

Charles Massimo

CJM Wealth Management CEO, Charles Massimo, was featured in The Wall Street Journal article, “Work With Special-Needs Families Underscores the Value of Planning.”

As the father of two boys with autism, helping special-needs families manage their financial planning isn’t simply a professional challenge – it’s one that Massimo is living himself. That understanding has allowed him to not only identify with clients in these situations, but also provide them with guidance and solutions drawn from his own experience as a parent.

To view the full article, click here.

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