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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Purshe Kaplan Sterling Investments 1 year May 2018 - Present
H. Beck, Inc. 10 years, 6 months Sep 2007 - Mar 2018
CJM Fiscal Management d/b/a CJM Wealth Management 14 years, 4 months Jan 2005 - Present

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Charles Massimo

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
FINRA
FINRA
  • license status
    Registered
  • disclosures
    1
  • as of date
    Sep 20, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on Sept. 20, 2018
    • $325.0M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 125
      number of clients
    • $2.6M
      Estimated Average Account Balance Per Client

Cjm Fiscal Management, Inc.

Last updated on May 13, 2019
    • $377.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 499
      Accounts
    • $755.8K
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements