CS TOMASI Wealth Management CS TOMASI Wealth Management CS TOMASI Wealth Management CS TOMASI Wealth Management
  • Home
  • About
  • Services
    • Wealth Accumulation
    • Financial and Retirement Planning
    • Wealth Preservation
    • Income Planning
    • Estate Planning
    • Tax Services
  • Client Access
  • Career Paths
  • Contact
CS TOMASI Wealth Management CS TOMASI Wealth Management
  • Home
  • About
  • Services
    • Wealth Accumulation
    • Financial and Retirement Planning
    • Wealth Preservation
    • Income Planning
    • Estate Planning
    • Tax Services
  • Client Access
  • Career Paths
  • Contact

Women, Wealth, and Legacy Planning

Active participation in wealth management can strengthen a women’s commitment to protect and grow their assets with the goal of leaving a legacy for their children, their community, and beyond.... read more →
  • May 29, 2018
  • Christiane Tomasi
  • Uncategorized

Five Strategies for Tax- Efficient Investing

How you can potentially improve your portfolio’s bottom line through tax-efficient investing. Savvy investors have long realized that what their investments earn after taxes is what really counts. After factoring... read more →
  • May 25, 2018
  • Christiane Tomasi
  • Uncategorized

TAX REFORM for Working American Families? Really?

Make no mistake “Working American families”, the creative math in this tax bill may very likely increase your tax burden rather than provide you “the greatest tax savings ever”. If... read more →
  • December 19, 2017
  • Christiane Tomasi
  • Uncategorized

Location

6B Liberty Suite 230
Aliso Viejo, CA 92656
Phone: 949-323-8662 Fax: 949-328-9088
949 S Coast Dr, Suite 250
Costa Mesa, CA 92626
Phone: 562-494-4668 Fax: 714-852-3242 E-Mail: wealthmanagement@cstomasi.com

LINKS

Wealth Accumulation
Financial and Retirement Planning
Wealth Preservation
Income Planning
Estate Planning
Tax Services
Client Access
Career Paths
Contact Us

Investment advice offered through CS TOMASI Wealth Management, a Registered Investment Advisor, a separate entity from LPL Financial.
Christiane Tomasi is licensed to sell insurance products in the states of: AZ, CA, FL and MN.

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