Charles Massimo is the founder of Legacy of Love and President of CJM Fiscal Management, which provides comprehensive wealth management services to individuals and corporations. He specializes in comprehensive wealth management services to ultra affluent families, families with autistic children and closely-held businesses.

A graduate of Manhattanville College, his achievements include being named to the “2008 Reuters Top Advisor List,” and nominated to Worth Magazine’s “Top 100 Wealth Advisors” (2007).

Mr. Massimo is a widely-recognized industry expert and guest speaker at national industry conferences. He is a published author and media subject expert on topics ranging from wealth/asset management to investment and financial planning for high net worth families with children on the autism spectrum, to investment planning for corporations and 401(k)/403(b) plan optimization and compliance. He has been featured as a wealth management expert in national print and broadcast media, including the Wall Street Journal, BusinessWeek, CBS News, NBC News, Fox News, Newsday, Worth Magazine, Crain’s New York Business, the New York Times and www.CNBC.com. He has authored numerous articles, including those for leading autism publications such as Autism Digest.

Mr. 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 then joined Merrill Lynch in the Private Client Group as a financial consultant and in 1999, joined Smith Barney as vice president of investments. He founded CJM Fiscal Management in 2003.