As an independent Investment Advisor, the Firm’s only objective is to give our clients the best possible advice. To that end, we work with a select group of clients to construct a wealth management plan that is most suitable to achieving their unique goals. We have assembled a professional and experienced team of experts that bring multiple investment, business and professional perspectives to clients’ unique financial needs. Our goal is to help and support our clients so they can spend their time pursuing the lifestyle of their choice doing what they love.
Brian Caine is a Managing Partner and co-founder of CSJ Wealth and originally founded Caine Wealth Management in 1997 to assist clients in growing and maintaining their wealth. Brian is a licensed attorney and a successful entrepreneur. Prior to forming Caine Capital Brian practiced real estate, transactional and general business law. For the last 15 years he has actively engaged with clients to help grow and maintain their wealth.
In addition to their investments, Brian has helped clients with a wide range of financial issues and life transitions ranging from divorce, sales of privately owned businesses, unexpected passings and the completion and liquidation of complicated multi-state real estate developments and holdings. Brian has experience assisting high net worth clients work with CPA’s, Estate Attorneys and Insurance professionals to help align their estates with their goals. Further he has experience with complex litigation and has been instrumental in helping clients resolve a wide range of complex and difficult financial issues.
He also has experience in complex real estate investments and development transactions having structured and invested in numerous projects. Project examples in which Brian played a significant role include The Trellis Retail Development at 5th and K Street in San Diego’s Gaslamp District consisting of Donovan’s Steakhouse, Union Kitchen and Tap and The Gaslamp Garage, the corner of 5th & E Street in San Diego’s Gaslamp District where he has partnered with the SD Malkin Company to develop an upscale hotel and retail property, 30 acres of Retail Land in the Palm Springs area planned for a regional retail complex and a 100 year old industrial building in the heart of San Diego’s Little Italy district which is being converted into vibrant restaurant use in addition to other properties in San Diego and Los Angeles County.
Brian graduated from the University of San Diego Business School in 1980 and earned his law degree from the University of San Diego School of Law in 1983.
Sal Janmohamed is a Managing Partner and co-founder of CSJ Wealth with more than 30 years of experience in financial services. Prior to co-founding CSJ, Sal was a Managing Director and Private Banker with Deutsche Bank Private Wealth Management’s Orange County and Los Angeles offices. Mr. Janmohamed worked with high and ultra high-net-worth individuals and family offices with a strategic role in expanding Deutsche Bank’s presence in the Southern California market. His primary areas of expertise included, but were not limited to wealth protection and structured financing solutions.
Prior to joining Deutsche Bank, he served with Northern Trust Bank as Region President for San Diego County and Senior Lender, where he was a permanent member of the California Loan Committee. Previously, he was the Chief Financial Officer and Senior General Manager at CSB Battery Technologies, Inc. Mr. Janmohamed has also held senior roles at Bank of America Private Bank, Bank of America Corporate Banking, Bank of America International Banking (EMEA Division), and Mission Bay Investments, Inc. He also served in the U.S. Army, where he was the recipient of the Army Commendation Medal.
Sal Janmohamed earned his B.S. in electrical engineering and his M.B.A. in finance from San Diego State University. He also attended graduate school in engineering at the University of California, Los Angeles.
Melanie provides operational and back office functions for CSJ Wealth. She and her team facilitate account applications, account transfers, executive assistance, client invoicing and client communications.
Melanie has more than 14 years of industry experience having held similar functions as Director of Operations and Director of Client Services with similar firms. Melanie attended UCLA where she earned a degree in Economics. She is also the Owner and President of Virtual Partners Group.
