Prominent Wealth Manager, Charles Massimo, Pens First Book - Getting Off The Street - Sane Investment Advice from one of the Nation's Leading Wealth Managers
"Charlie Massimo shows us how to cut through the clutter and focus on the key ingredients of investment success." Dimensional Fund Advisors Vice President Weston Wellington
DEER PARK, N.Y., Oct. 27, 2014 /PRNewswire/ -- Charles Massimo, president and CEO of CJM Wealth Management (www.cjmwealth.com, Deer Park, NY), has authored his first book, Getting Off The Street – Sane Investment Advice from one of the Nation's Leading Wealth Managers (http://vimeo.com/107781378). In the 96-page independently published book, Massimo shares his story, passion and wisdom for anyone looking to invest wisely, build and preserve wealth, and meet their financial goals.
An easy, engaging read void of pretension or self-importance, Getting Off The Street gives readers an insider's view of Wall Street and what really drives the investment banks in their recommendations to their clients. (It's not the clients' best interests, but rather the banks.) Massimo tells of his career on Wall Street and how he became disillusioned with investment practices that were clearly not designed to help clients meet their financial goals. He talks about being on the fast track, when he had that "ah-ha" moment. The father of young triplets at the time – a daughter and two sons, who are both on the autism spectrum – he decided to pass up a six-figure signing bonus with a leading investment bank and start his own firm where serving the clients' interests would come first, above all else.
Getting Off The Street is a well-written primer on structured investing and the cornerstones of a sound financial and investment plan – patience, discipline, diversification and goal setting. Readers learn that their goals must be identified and a sound plan built to support those goals. When reading Getting Off The Street, you will feel like you are talking with a good friend or family member; someone who clearly cares about you and what he does to help people build and protect their wealth for their loved ones.
Many common misconceptions are dispelled in Getting Off The Street. Historical data, charts and other objective information are shared to present why and how structured investing is the way to succeed in building wealth. Each chapter has a convenient "Points to Remember" section which reinforces the key takeaways. The book's last chapter guides the reader on how to choose the right financial advisor.
In speaking of Getting Off The Street, Dimensional Fund Advisors Vice President Weston Wellington stated, "Investors today are presented with more opportunities than ever before but also more chances to make serious mistakes. An army of financial professionals claims to offer helpful advice, but their conflicting suggestions often lead to even greater confusion. Charlie Massimo shows us how to cut through the clutter and focus on the key ingredients of investment success."
Former Suffolk County Legislator the Honorable Paul J. Tonna added, "This is an invaluable resource for navigating the convoluted and double-talk world of financial markets. Understanding the emotional aspect of investing, learning to ask the right questions, and managing my investment expectations all become easier when engaging with Massimo's hallmark principles. This book is a must read."
Massimo is recognized among the nation's leading wealth managers, listed in the 2014 volume of "America's Select Financial Advisors," and named "Premier Wealth Management Company on Long Island" by the National Association of Board Certified Advisory Practices (NABCAP), a nonprofit organization created to establish mutually understood standards and practices among both investors and advisory practices. CJM Wealth Management now manages over $300 million in client assets. Massimo is a frequent guest on leading national television and radio broadcasts in which he shares his investment and financial acumen, and routinely serves as an editorial source for major newspapers, business and trade publications.
Getting Off The Street is available online at www.amazon.com, www.barnesandnoble.com and www.indiebound.org in both hard copy and eBook editions for Amazon Kindle, Apple iBooks, Barnes and Noble Nook and Indiebound Kobo. Suggested retail price for the print edition is $17.95.
Massimo is donating a percentage of profits from the sale of the book to two charities in which he is currently involved – Pal-O-Mine Equestrian (www.pal-o-mine.org, Islandia, NY), a private, not for profit organization providing a comprehensive therapeutic equine program using horses to facilitate growth, learning and healing for children and adults with disabilities, for which he is a Board Member and the Choroideremia Research Foundation, Inc.( http://choroideremia.org, Springfield, MA), a 501(c) (3) organization and a major source of support and information on choroideremia, a rare inherited disorder that causes progressive vision loss, ultimately leading to complete blindness.
Photo - http://photos.prnewswire.com/prnh/20141024/154245
To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/prominent-wealth-manager-charles-massimo-pens-first-book---getting-off-the-street--sane-investment-advice-from-one-of-the-nations-leading-wealth-managers-932211521.html
SOURCE CJM Wealth Management
Share this article