Corinthian Wealth Management

At Corinthian Wealth Management, we are a full-service financial planning and investment advisory firm based in Silicon Valley, passionate about guiding families and individuals to attain the lifestyle they want. Our team of experts is dedicated to providing accessible expertise, fee-transparent services, and personalized solutions to empower our clients to realize their dreams, invest in their future, and accelerate their path to lasting wealth.

Our Story

Our journey began with a vision to serve clients and their families to build wealth that transcends generations. Our founder, Dave Samuels, CFP, CLU, has over 30 years of experience in personal finance and had a dream to give back to the community by educating and coaching others to build wealth that allows them to pursue their desired lifestyle. Our team works tirelessly to build lasting relationships with our clients, nurturing trust and communication, and leveraging that to educate, elevate, and empower our clients to live the lifestyle they desire.

Our Team

We are proud to have a team of experienced and dedicated professionals who share our passion for empowering clients to take control of their financial future. Our team includes:

• Eleonora Tomasello, CFP, President, CEO, and Partner, who is passionate about empowering and encouraging clients to take charge of their financial future.
• Dave Samuels, CFP, CLU, our Founder and CIO, who is an educator and guide who collaborates closely with his clients to create balance and harmony in their personal lives while guiding them through the financial planning process.
• Claudia Deras, our Financial Advisor Associate, who is passionate about helping families and future generations.

Our Values

At Corinthian Wealth Management, we are guided by our core values of:

• Empowering our clients to take control of their financial future
• Educating and elevating our clients' financial knowledge
• Providing personalized and tailored solutions
• Building lasting relationships with our clients
• Nurturing trust and communication

Services

We offer a range of services designed to help our clients achieve their desired lifestyle, including:

• Investment Planning
• Estate Planning
• Risk Management
• Retirement Planning
• Tax Planning

Blog

Our blog is a resource for free tips, tricks, and explanations of complex financial concepts. Our articles are designed to educate and empower our readers with financial knowledge. We invite you to explore our blog and learn more about our services and expertise.