A Registered Investment Advisor

A Registered Investment Advisor

A Registered Investment Advisor

A Registered Investment Advisor

A Registered Investment Advisor

A Registered Investment Advisor

Services for Women
Christiane Tomasi

Christiane Tomasi

CFP®, MBT, EA | Founder/CEO
Principal
Accreditations and Licenses:
CERTIFIED FINANCIAL PLANNER™
• EA - Enrolled Agent
• Securities Registrations - FINRA Series 6, 7, 24, 63, 65
• Insurance Licenses - Life, Health, and Variable - CA #0C66136, AZ #148485, FL #E093560, and MA #1829469
Education:
• MBT - Master of Business in Taxation (USC)
• BS - Bachelor of Science, Accounting (CSU Northridge)
• Institute on International and Comparative Law (USD)
• College for Financial Planning
Affiliations:
• CFP - Certified Financial Planner Board of Standards
• USC Alumni Association
Languages:
• Italian
• French