Books by Charles Massimo

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Twitter: @CJMWealth

Author Charlie Massimo is the president and founder of CJM Wealth Management, named top wealth management company on Long Island by NABCAP. Massimo 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 joined Smith Barney as Vice President of Investments.

While his career was advancing, Charlie became aware of the diverging interests between his employers and their clients: one seeking to sell products and the other desiring a sustainable portfolio. He details these experiences, as well as his conversion to the sound principles of structured investing in his new book, Getting Off the Street: Sane Investment Advice from One of the Nation's Leading Wealth Managers (Offstreet Press, 2014).

Determined to manage a firm that places the interests of its clients above everything else, Charlie took a leap of faith in 2003 and founded CJM 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 for their life and the lives of their loved ones.

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Getting Off the Street: Sane Investment Advice from One of the Nation's Leading Wealth Managers
by Charles Massimo
Do you know the secrets that Wall Street doesn’t want you to know? If not, your wealth is at a major risk . Charles Massimo knows what Wall Street is hiding because he spent nearly twenty years on the front lines at major financial firms. Feeling disillusioned by the difference between his employer’s goals and those of his...
Today's Price: $2.99
Categories: Investing
Getting Off the Street: Sane Investment Advice from One of the Nation's Leading Wealth Managers
by Charles Massimo
There are secrets Wall Street doesn’t want investors to know: · Working with financial advisors at large brokerage firms does little to enhance your wealth. In fact, it may diminish your wealth to a point from which you can never recover. · Financial advisors at most big firms are salespeople first and foremost. They are motivated to...
Today's Price: $6.99
Categories: All Nonfiction; Personal Finance
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