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The CSI Team

Comprehensive and Dynamic

Ken Todoki


Wealth Management

Ken Todoki, Head of Trading Operations, is a graduate of Haas Business School, University of California, Berkeley (B.A. Business). Mr. Todoki is a CPA and serves as a member of CSI's investment committee. Prior to joining CSI, Mr. Todoki was the Chief Financial Officer/Controller for a large San Francisco law firm for 12 years. Mr. Todoki also worked in Athletic Administration with the Department of Intercollegiate Athletics at UC Berkeley.

 
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This year, Barron's once again ranked CSI among the country's top independent financial advisers.

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