Gary B. Scharf, Executive Vice President, is a graduate of Miami University (Ohio) (B.S. magna cum laude 1982). Prior to joining CSI, Mr. Scharf was a Senior Accountant at Deloitte, Haskins & Sells, an Associate at Bob Woolf Associates, and most recently Founder and President of Premier Management Consultants, Inc.
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.