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Seif Eldin S

Series 66

Costa Mesa, CA

CS Tomasi Wealth Management

Seif Eldin Selim is a financial advisor at CS Tomasi Wealth Management in Costa Mesa, CA, holding a Series 66 designation. He has been with CS Tomasi Wealth Management and LPL Financial since 2024, transitioning from prior work outside the financial industry, including six years at Nekter Juicebar. CS Tomasi Wealth Management provides discretionary wealth management, comprehensive financial planning, and negotiable tax preparation services to individuals, high-net-worth clients, trusts, and estates. The firm employs a primarily long-term investment approach that combines fundamental analysis with rotational timing techniques, managing approximately $110 million in discretionary assets across about 84 clients.

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Bryan R

Series 66

Costa Mesa, CA

CS Tomasi Wealth Management

Bryan Reynoso is a financial advisor at CS Tomasi Wealth Management with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC. Before entering the financial advisory field, his work history includes roles in various industries such as moving services and staffing. CS Tomasi Wealth Management offers discretionary wealth management, financial planning, and tax preparation services to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term investment approach that combines fundamental analysis with relative strength timing and an internal due-diligence process, managing approximately $110 million in assets across about 84 clients.

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Christiane T

CFP®, Series 63, Series 65

Costa Mesa, CA

CS Tomasi Wealth Management

Christiane Tomasi is a CFP® professional with 29 years of experience in the financial industry. She is the founder of CS Tomasi Wealth Management and has worked at LPL Financial since 2010. In addition to her advisory work, she owns and operates a tax preparation service. CS Tomasi Wealth Management provides discretionary wealth management, comprehensive financial planning, and negotiable tax preparation services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach combines fundamental analysis with a rotational timing technique and ongoing portfolio supervision, managing approximately $110 million in assets across about 84 clients.

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