CJM Fiscal Management
| Company type | Private |
|---|---|
| Industry | Wealth advisory, financial services |
| Founded | 2003 |
| Founder | Charles Massimo |
| Headquarters | Melville , United States |
Key people | Charles Massimo (president) |
| Products | Investment management, financial planning, educational workshops |
Number of employees | 3 (2007) |
| Website | official%20website |
CJM Fiscal Management operates as a wealth advisory company located in Melville, New York.
History
Established in 2003 by Charles Massimo, who serves as president, the company is distinguished by its emphasis on holistic financial planning. This includes specialized support for families impacted by autism through its Legacy of Love program. Massimo is also known for his active participation in autism advocacy organizations.
By September 2007, the firm had grown to a team of three employees and achieved an annual revenue milestone of $1 million. To enhance client-family communication, CJM employs a psychologist, aiming to reduce complacency related to inherited wealth.
In 2009, CJM Fiscal Management oversaw roughly $200 million in assets under management and was recognized as a prominent wealth management provider within the Long Island region. Its service offerings encompass investment management and financial planning for individuals, families, and corporate clients. The firm also hosts educational workshops designed to assist business owners with 401(k) plan development and regulatory adherence.