A complete list of active advisors currently associated with CSI Wealth Management

Warmer can help you find a great advisor at CSI Wealth Management or one who fits your needs even better.

CSI Wealth Management provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients, and may direct clients to third‑party advisers. The firm manages about $12.1 million for roughly 50 clients and offers investment advice that typically uses mutual funds, equities and occasional private placements. The firm’s investment process is built on modern portfolio theory and long‑term trading, with individualized Investment Policy Statements documenting risk tolerance and time horizon and with quarterly portfolio reviews. It generally requires discretionary authority to implement asset allocation and rebalancing, and custodial services are provided through a recommended institutional custodian. CSI Wealth Management is a small, recently formed adviser with a single management professional and no account minimums, and its brochure discloses prior disciplinary and employment events: a recent termination from a prior employer following an internal review regarding submitted paperwork and an earlier regulatory action that concluded with a cease‑and‑desist order. The firm also discloses limited custody related to standing letters of authorization and that some supervised persons are licensed insurance agents who may receive commissions, conflicts the firm says it manages through disclosure and review.

To learn more about the advisors currently working at CSI Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Richard Miller	Arcadia, CA	13

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