Series 3, 7, 24, 63 Securities Registrations*
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.
The Massimo-Anastasian Financial Advisory team serves clients at our Long Island, NY office.
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* Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.