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 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.
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.
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.