CS TOMASI Wealth Management Management Team
Summary
CS TOMASI Wealth Management is a private company. The company currently specializes in the Financial Services area. The position of the Founder & CEO is occupied by Christiane Tomasi. Its headquarters is located at Long Beach, California, USA. The CS TOMASI Wealth Management annual revenue is estimated at < 1M. To connect with CS TOMASI Wealth Management employee register on SignalHire.
Organization Website | cstomasi.com |
Phone Number | 562-494-4668 |
Industries | |
Headquarters Location | 949 South Coast Dr, Costa Mesa, California, 92626 US |
Employees Size | 1-10 employees |
Specialties | Registered Investment Advisor, Certified Financial Planner, Financial Planning, Retirement Planning, Estate Planning, Advisory Accounts, Brokerage Accounts, Stocks, Bonds, Options, Exchange Traded Funds, Mutual Funds, UITs, REITs, Limited Partnerships, College Savings, Alternative Investments, 403B Plans, SEP Plans, SIMPLE IRAs, ROTH IRAs, Rollover IRAs, Traditional IRAs, Insurance, Health Insurance, Disability, Long Term Care |
SIC Code | 6189 |
DMA Code | Los Angeles Metropolitan Area |
Founded | 1998 |
Operating Status | Independent Company |
Employees Turnover 1 quarter 2026
Length of Employment
Employee tenure at CS TOMASI Wealth Management shows a diverse range of experience levels:
17% have been with the company for less than 1 year17% for 1–2 years33% for 3–4 years17% for 5–7 years17% for 8–10 years
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