Charlie Massimo | Source | SVP & Financial Advisor at Wealth Enhancement Group
Charlie Massimo
For three decades Charlie served at top firms Shearson Lehman, New York Life and Merrill Lynch, culminating in a role as a Senior Investment Officer at Smith Barney. In 2003, Charlie launched CJM Wealth Management, where he focused on a wide range of issues from tax and estate planning, to life insurance and the use of trusts. While Charlie works with various high-net worth families, he also has a strong concentration on serving the unique financial needs of affluent physicians, business owners, and families impacted by autism. In 2020 Charlie and the CJM team joined forces with Wealth Enhancement Group.
Charlie is the proud father of triplets, two boys and a girl. His two boys are on the autism spectrum. With autism close to his heart, he created and is the founder of a not-for-profit organization, Autism Communities. His organization helps provide homes to facilitate an independent, safe, and inclusive living environment for adults with autism. In 2017 Charlie was appointed by Governor Cuomo (NY) to the Autism Spectrum Disorders Advisory Board, where he provides guidance to individuals with autism spectrum disorder, and families seeking reliable information regarding available services and support.
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Wealth Enhancement Group (https://www.wealthenhancement.com)
SVP & Financial Advisor
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Top 3 Dangers to Your Retirement Savings
Economic uncertainty is bad enough - sometimes it's a fact of life we have to accept. But if you think you've overcome uncertainty about your expenses in retirement, these 3 savings drains may really change the math.
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Is $2 Million Enough to Retire as a Couple?
Here's how couples can navigate retirement with $2 million in savings.
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The Costs of Autism Care - Bloomberg
Carol Massar and Tim Stenovec bring together the latest news from the world of business and finance and the interesting stories.
Podcast
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"Parents often find themselves racing against time to create a plan for that child. As a financial advisor who specializes in advising client families with special needs, the biggest obstacle I encounter with such families is that they think they can manage everything on their own."