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About Massie & Associates

Our Primary Purpose

With more than 20 years of experience in the financial industry, Massie & Associates is a leading financial advisor firm in Fort Myers, FL. We serve clients in and around Fort Myers, FL, as well as countrywide. As a Certified Financial Planner (CFP®) and Certified Public Accountant (CPA), we are licensed to provide our valued clients with expert financial advice on a variety of aspects.


Our Primary Purpose

At Massie & Associates Financial Planning Corp in Fort Myers, FL, we offer comprehensive financial planning and management services. You can count on us to assist you in looking after and growing your wealth for your future financial needs.

Call us today at (239) 333-2526 to set up a free 30-minute consultation.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

Our Team 

Charles Ables Massie, CFP®, CPA

Certified Financial Planner

239-333-2526

239-768-6074

cmassie@pbsrep.com

Charles (Chuck) holds a B.S. Degree in Pharmacy from the University of Oklahoma and studied Accounting at the University of South Florida (USF). In addition, to earning his CPA designation, Chuck also successfully passed the state exam...

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Erica Massie

Office Manager & Licensed Life Insurance Agent

emassie@pbsrep.com

Erica Massie has been in financial services, including being a licensed Life Insurance Agent since 2000. While working as the Marketing Director for ColoEast Bankshares, Inc., she earned a General Banking Diploma from Center for...

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