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CNBC: Charlie Massimo Quoted in "How to Financially Plan for a Disabled Loved One's Future Care"

Charlie Massimo

3 minutes

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Charlie Massimo, Senior Vice President and Financial Advisor at Wealth Enhancement Group was quoted by CNBC sharing how to financially plan for a disabled loved one’s future care.

“If you were saving in a regular 529 plan and your child became disabled prior to 26 you can transfer those funds into an ABLE account,” said financial advisor Charlie Massimo, a Senior Vice President at Wealth Enhancement Group in Deer Park, New York.

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Head shot of Charles Massimo

Senior Vice President, Financial Advisor

Long Island, NY

cmassimo@wealthenhancement.com
Charles Massimo is a dedicated financial advisor with a profound passion for empowering women in transition, affluent individuals nearing retirement, and families impacted by autism. Drawing on years of expertise, Charles takes a deeply personal approach to wealth management, recognizing that financial planning is as much about understanding dreams and goals as it is about numbers.

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