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CNBC: Charlie Massimo Featured in “What Private Assets in 401(k) Plans Mean for Investors: ‘You’re Only Asking for Trouble,’ One Advisor Says”

Charlie Massimo

08/07/2025

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Charlie Massimo, Senior Vice President and Financial Advisor at Wealth Enhancement featured by CNBC in “What private assets in 401(k) plans mean for investors: ‘You’re only asking for trouble,’ one advisor says” 

“When you have an unsophisticated investor that doesn’t even understand the difference between a stock and a bond, and now all of a sudden you introduce the allure of getting rich in the private equity markets. You’re only asking for trouble.”  

Read the full article from Sharon Epperson here.

Head shot of Charlie Massimo

Senior Vice President, Financial Advisor

Long Island, NY

Charles Massimo, financial advisor, empowers women in transition, retirees, and families impacted by autism with personalized wealth strategies.

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