Zooming in on . . . Christiane Tomasi and CS TOMASI an Accountancy Corporation and Wealth Management
Under one roof, CS TOMASI Accountancy Corporation provides accounting, payroll and tax services and CS TOMASI Wealth Management provides financial planning, retirement plans and planning, and discretionary management of investments.
Meet Christiane Tomasi, CFP®,MBT, EA:
How long has your business been located in the Zaferia area of Long Beach?
We moved to our office at 4601 East Anaheim Street at the end of 2016. I was previously in downtown Long Beach and wanted to be more centrally located in the city.
What need does your business meet for residents of Long Beach?
We are a one stop shop for the financial needs of individuals and small businesses. We provide all accounting needs for our business clients, as well as personal financial planning for young families through retirement planning and wealth management.
Why do your clients/customers select you over your competitors?
The trust we have in our relationships with our clients that we develop, cultivate and nurture over the years. Many of my clients have been with me from the start back in 1994 when I started from a home-based office. I gradually added more services as I became a Certified Financial Planner and gained my series 65. Now I have a staff of three in wealth management and we manage over 53 million in assets. I love my work and I truly enjoy helping all of our clients, large and small. I want them to feel that they can live their lives and run their businesses because my firm is taking care of their financial needs, personally and professionally.
What is your background and how did you get started with your business?
I earned my Bachelor of Science in Accounting and my Master’s Degree of Business in Taxation then set up shop in a home office to provide accounting and tax services. From there the business grew through referrals and I incorporated in 2000. A few years later I started the securities licensing process to offer investment services to existing clients and eventually earned my Certified Financial Planner designation. CS TOMASI Wealth Management is now a Registered Investment Advisor with the State of California.