CS Tomasi Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CS TOMASI Wealth Management provides discretionary wealth management, comprehensive financial planning, and negotiable tax preparation services to individuals, high‑net‑worth individuals, trusts and estates. The firm manages client accounts custodied at LPL Financial and typically constructs portfolios using stocks, mutual funds, ETFs and bonds as part of its wealth management offering.
The firm's investment approach is primarily long‑term, combining fundamental analysis with a rotational timing (relative strength) technique and an internal due‑diligence process to select and monitor holdings. CS TOMASI implements client strategies through continuous personal contact, portfolio construction, ongoing supervision and periodic rebalancing, while retaining discretion to buy, sell or reallocate positions to address client objectives and cash needs.
Noteworthy features include its scale — roughly $110 million in discretionary AUM across about 84 clients with three advisors — and that it advertises third‑party ratings, a practice uncommon among peers. The firm’s advisory personnel also serve as registered representatives of LPL Financial and sell insurance products, creating potential commission conflicts that the firm discloses and seeks to manage through fiduciary policies, a Code of Ethics, written disclosures and client authorizations.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,001 - $750,000: 1.25% $750,001 - $999,999: 1.15% $1,000,000 - $4,999,999: 1.00% $5,000,000 - $9,999,999: 0.95% $10,000,000+: 0.90%
Account minimum: $200,000
Main office
949 South Coast Drive, Suite 500
Costa Mesa CA 92626
Advisors at this office
3
Most active in
California
Also doing business as
Christiane S. Tomasi · Christiane Salameh Tomasi · Cs Tomasi Wealth Management · Tomasi, Christiane Salameh
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
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.
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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