Jack M. Olson, CPA, Chief Financial Officer, is a graduate of the University of California, Santa Barbara (B.A. Economics).
Prior to joining CSI, Jack worked in the Audit/Assurance industry for four years at PricewaterhouseCoopers specializing in the investment management sector.
CSI Company Profile
We are one of Northern California's premier family office of wealth managers.
The CSI Team
Our investment, legal, and tax professionals have the experience and expertise to sucessfully serve the wealth management needs of our clients.
This year, Barron's once again ranked CSI among the country's top
independent financial advisers.