Recipient of the
5 Star Wealth Manager award
from 2013 through 2017
Five Star Professional conducts market research to define and promote professional excellence in the professions we serve. The Five Star designation assists consumers in selecting a service professional that other consumers say provides exceptional client satisfaction and service.
The objective of the Five Star Wealth Manager Program is to recognize wealth management professionals who show a commitment to clients, demonstrate strong industry credentials and are evaluated on the quality of their current practice.
To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria.
Christiane attending the
2017 Barron's Top Independent Women Advisors Summit
To schedule an interview, please call 562-494-4668 or
CS TOMASI Wealth Management is a one stop financial management company that assists business owners, women, and individuals and families as they strive to create personal and business financial success. We use financial planning, wealth management, and insurance planning to help our clients toward meeting their financial goals.