Dave Samuels – CFP®, CLU, AIF

Dave Samuels, president of Corinthian Wealth Management, has been offering his clients unbiased investment advice and analysis, based on the experience and knowledge gained through his 20-plus years in the financial services industry. In fact, the values expressed in Corinthian’s corporate culture- excellence, integrity, commitment and expertise- are the same values its founder has brought to his profession every day for over two decades.

Dave is a graduate of UCLA’s Personal Financial Planner Program, as well as a Certified Financial Planner (CFPTM) and Chartered Life Underwriter (CLU). In 2005, Dave was awarded the prestigious Accredited Investment Fiduciary (AIF) designation.

Dave serves on the board of the Financial Planning Association of Silicon Valley as well as the board of the Steinway Society, which promotes piano concerts. Dave is a member of the Santa Clara County Estate Planning Council, the Society of Financial Service Professionals, the Financial Planning Forum of Palo Alto, and the San Jose Chamber of Commerce.

Valued as a conference speaker and subject matter expert, Dave brings his unique perspective on comprehensive wealth management to topics such as determining financial goals and implementing the steps necessary to make those goals a reality. He is a valued resource and consultant for many accountants and tax preparation services, teaching them strategies and tactics enabling them to use options in client portfolios to create tax efficiencies that benefit their clients.

Dave performs piano concerts on a volunteer basis in the Bay Area. He plays regularly at Filoli Gardens and also performs at various retirement centers.

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Insurance Licensed in California #0725060


Devin MacKie, AIF - Financial Advisor

Devin MacKie began his financial services career in 1996 specializing in comprehensive wealth management. Devin understands that no matter what phase of life you’re in, everyone has unique financial needs and he enjoys guiding clients through the financial planning and investment process. In 2006, Devin was awarded the prestigious Accredited Investment Fiduciary (AIF) designation. Devin strives to help clients live comfortably with financial independence, peace of mind and security. He has a reputation for providing honest, independent advice to help preserve your family’s assets and build upon them for current and future generations.

Devin is a graduate of Palma High School, a private College Preparatory School in Salinas, California. He earned a Bachelor of Science Degree in Marketing at San Jose State University and has taken numerous advanced courses related to the securities industry. Devin and his wife have 2 daughters. His interests include snow skiing, golf, and flying airplanes as a private pilot.

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Insurance Licensed in California #0E18192