SPECIAL ADVERTISING SECTION
FIVE STAR WEALTH MANAGERS Christiane Tomasi CFP®, MBT, EA, CEO • Investment advisory services • Financial planning with tax-efficient strategies • Wealth accumulation and asset management A USC master’s degree in business taxation helped Christiane launch a tax and accounting firm that eventually led to financial planning and wealth management. For more than 16 years, Christiane Tomasi has been building relationships with individuals and their families, professionals and small businesses working closely with them to help them with their financial goals through financial planning, retirement planning, estate planning and asset management.
THREE-YEAR WINNER
CS TOMASI Wealth Management 100 Oceangate, Suite 1450 | Long Beach, CA 90802 Phone: 562-901-9005 christiane@cstomasi.com | www.cstomasi.com
CS TOMASI Wealth Management today is successful and dedicated to all our clients as we assist them through the years in accumulating wealth and protecting it through major life transitions to maintain quality of life. We have a personal commitment to the client that their financial well-being is our top priority. Christiane Tomasi is a Registered Principal with, and Securities and Advisory Services offered through, LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.
Integrity, Wisdom and Skill
Matthew D. Heller Partner
15760 Ventura Boulevard, Suite 2026 Encino, CA 91436 Phone: 818-501-7590 matt@whria.com www.willnerheller.com TWO-YEAR WINNER
Matthew D. Heller graduated from USC in 1989. Matt was one of the founding alumni mentors with the Career Advantage Program in the Marshall School of Business when the program began in the 1990s. Matt recently served as giving co-chair on his reunion committee for the class of 1989’s 25th reunion. Matt was recognized by USC when he received the Widney Alumni House Volunteer Award in 2014. Matt was named a “Trusted Advisor” by the San Fernando Valley Business Journal in 2013 and a Five Star Wealth Manager award winner in 2014 and 2015.
Matt founded Willner Heller LLC, a registered investment advisor, in 2003. The firm manages customized portfolios of equity and fixed income instruments for a variety of clients including families, corporations, nonprofits and foundations. Willner Heller utilizes a variety of independent research to create unique, taxefficient portfolios that are designed to maximize returns while minimizing risk through dynamic asset allocation and diversification strategies.
Customized Investment Solutions With an Independent Approach to Managing Wealth The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Fortfm.usc.edu more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 3,105 Los Angeles wealth managers considered for the award; 327 (11 percent uscwere trojan family of candidates) were named 2015 Five Star Wealth Managers. 420 Palm Springs wealth managers were considered for the award; 61 (15 percent of candidates) were named 2015 Five Star Wealth Managers.
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