President and Founder, Charles Massimo began his career in 1984 at Shearson Lehman Brothers as a compliance officer. He later moved to New York Life Insurance Company as a senior representative. He joined Merrill Lynch in the Private Client Group as a financial consultant and then moved to Smith Barney in 1999 as vice president of investments.
Throughout his career, Charlie always felt as though there was a piece missing from the “big picture”. He was certain there had to be a way to manage a successful, profitable firm that always had its clients’ best interest at heart – above and beyond the firm’s. He was determined to run a firm that practiced true wealth management with integrity and ethics and envisioned a place where he could cultivate lifelong relationships with clients to be carried over to their legacy left behind.
That’s when he took a leap of faith and founded CJM Fiscal Management in 2003. Since then, CJM Fiscal Management has grown to oversee nearly $200 million in client assets and has emerged as one of the top wealth management firms on Long Island.
Today, we continue to grow by offering comprehensive wealth management services to a select group of affluent individuals, families and closely-held companies.
