Ms. Tomasi has received multiple awards, including the Five Star Wealth Management Award from 2013 to 2022, and the Director's Club Award from LPL Financial.
LONG BEACH, CA, July 20, 2022 /24-7PressRelease/ -- Christiane S. Tomasi, CFP®, MBT, EA, has been included in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Drawing on over two decades of expertise in her chosen field, Ms. Tomasi specializes in financial planning and wealth management. Prior to embarking on her professional journey, she pursued an education at California State University in Northridge, where she obtained a Bachelor of Science in Accounting in 1981. She continued her academic efforts at the University of Southern California, earning a Master of Business in Taxation in 1991. As a commitment to her field, Ms. Tomasi is a Certified Financial Planner™, a Registered Investment Advisor, a general securities principal, a state law uniform securities agent, an investment company and variable contracts products representative, a general securities registered representative and a life and health insurance agent.
Ms. Tomasi began her vocation in the field of financial services by working with various organizations, including HD Vest Financial Services Company from 1998 to 2002, Commonwealth Financial Network between 2002 and 2010, and LPL Financial LLC as of 2010. Since 2017, she has also built a prolific career as the principal and CEO of CS TOMASI Wealth Management, a Registered Investment Advisor. In this capacity, she is responsible for financial and retirement planning, income planning, wealth accumulation and preservation, estate planning and tax services. In her career related endeavors, Ms. Tomasi attended the Barron's Top Independent Women Advisors Summit, and was featured in California Women Business Leaders of Forbes Magazine in 2017.
Well regarded for her contributions to the field, Ms. Tomasi has received multiple awards, including the Five Star Wealth Management Award from 2013 to 2022, and the Director's Club Award from LPL Financial. She attributes much of her success to her determination and to her satisfied clients, who contributed to the growth of her business via personal referrals.
Among her professional accomplishments, Ms. Tomasi is most proud of serving as a Certified Financial Planner and of building a successful wealth management firm through organic growth and loyal clientele. Looking toward the future, she aspires to expand the scope of her career to public speaking and hopes to encourage more women to pursue a profession in the wealth management field as certified financial planners.
About Marquis Who's Who®
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Today, Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. Marquis® now publishes many Who's Who titles, including Who's Who in America®, Who's Who in the World®, Who's Who in American Law®, Who's Who in Medicine and Healthcare®, Who's Who in Science and Engineering®, and Who's Who in Asia®. Marquis® publications may be visited at the official Marquis Who's Who® website at www.marquiswhoswho.com.
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