CS TOMASI Wealth Management

CS TOMASI Wealth Management is a financial advisory firm based in Long Beach, California. Founded in 1998, the company has a team of 5 to 9 employees and generates annual revenue of $2.5 million. CS TOMASI Wealth Management provides comprehensive financial planning and asset management services. Their approach focuses on understanding clients' unique goals and tailoring strategies to help them build and preserve wealth. The firm emphasizes the integration of tax planning with financial planning to optimize clients' financial outcomes. What sets CS TOMASI Wealth Management apart is their commitment to personalized service and long-term client relationships. They aim to simplify the financial planning process for clients, allowing them to focus on what matters most while the firm diligently manages their assets. To learn more about their services or schedule a consultation, interested parties can visit their website at cstomasi.com, send an email to [email protected], or follow them on Twitter at http://twitter.com/CSTOMASI_WM. Information about the Principal and financial advisor can also be found on the Who's Who of Professional Women website: whoswhoofprofessionalwomen.com/christiane-tomasi/.