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