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CS Tomasi Wealth Management

Updated today

Client assets under management

$103,154,564

Clients

86

33% high-net worth

Advisors

3

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

29

Low

Average account size

$1,199,472

About

CS TOMASI Wealth Management provides discretionary wealth management and portfolio oversight to individuals, high net worth clients, trusts and estates, managing roughly $103 million across a relatively small client base. The firm combines investment management with financial planning and offers additional tax-preparation and insurance services as part of its client service mix.

The firm’s investment process blends fundamental analysis with a rotational timing approach that uses relative-strength (momentum) techniques, typically implemented via diversified allocations to stocks, ETFs, mutual funds and fixed income; portfolios are managed with a generally long-term orientation but may be adjusted or traded more actively as client goals or market conditions dictate. Accounts are monitored on an ongoing basis and formal reviews are conducted at least annually.

The brochure places noticeable emphasis on third‑party professional credentials (CFP® and Enrolled Agent) and directs readers to public filings on the SEC’s Investment Adviser Public Disclosure site, reflecting an uncommon practice among peers of foregrounding outside certifications and public ratings/records in client materials. The firm also maintains an institutional relationship with LPL Financial and its advisory personnel serve in broker‑dealer and insurance capacities in separate roles, a structure that the brochure discloses as creating potential conflicts of interest related to commissionable product recommendations.

Client services

Financial planning Portfolio management

Expertise

Wealth management Tax-loss harvesting Charitable giving & philanthropy

Fee options

Percentage

$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%

Commissions

Advisory Persons are also registered representatives of LPL Financial and receive commissions for commissionable transactions separately from advisory fees. Ms. Tomasi earns commissions from insurance sales separate from advisory fees.

Other

Account minimum: $5,000

Main office location

CS Tomasi Wealth Management

949 South Coast Drive, Suite 500

Costa Mesa CA 92626, United States

Number of offices

2

Most active in

California · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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 since 2024 and also has experience at LPL Financial starting in 2025. Prior to his advisory career, he worked in the food and beverage industry, including six years at Nekter Juicebar. CS TOMASI Wealth Management serves individuals, high-net-worth clients, trusts, and estates, offering wealth management, discretionary investment management, financial planning, and in-house tax preparation. The firm employs a primarily long-term investment approach supplemented by fundamental analysis and rotational timing using relative strength, managing approximately $90 million in discretionary assets for about 82 clients.

Wealth management Tax-loss harvesting Charitable giving & philanthropy
user avatar

Bryan R

Series 66

Costa Mesa, CA

CS Tomasi Wealth Management

Bryan Reynoso is a financial advisor at CS TOMASI Wealth Management in Costa Mesa, CA. He holds a Series 66 designation and has been in the industry since 2024. Prior to his advisory role, he worked in various non-financial positions, including at M2 Moving Services and the Nonprofit Alliance of Consumer Advocates. CS TOMASI Wealth Management serves individuals, high-net-worth clients, trusts, and estates, offering wealth management, discretionary investment management, financial planning, and in-house tax preparation. The firm employs a primarily long-term investment approach supplemented by fundamental analysis and rotational timing, managing approximately $90 million in discretionary assets with a seven-advisor team.

Wealth management Tax-loss harvesting Charitable giving & philanthropy
user avatar

Christiane T

CFP®, Series 63, Series 65

Costa Mesa, CA

CS Tomasi Wealth Management

Christiane Tomasi is a CFP® professional with 28 years of industry experience, currently serving at CS TOMASI Wealth Management since 2017. She has also been associated with LPL Financial since 2010 and operated CS Tomasi Inc. from 2000 to 2021. Outside of her advisory role, she owns a tax preparation business that has been active since 1994. CS TOMASI Wealth Management serves individuals, high-net-worth clients, trusts, and estates, combining wealth management, discretionary investment management, financial planning, and in-house tax preparation. The firm employs a primarily long-term investment approach supplemented by fundamental analysis and rotational timing, managing approximately $90.3 million in discretionary assets across a seven-advisor team.

Wealth management Tax-loss harvesting Charitable giving & philanthropy
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