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    We offer Different Services

    Investment Planning

    Investment Planning

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    Estate Planning

    Estate Planning

    An estate plan should be properly created to clearly express your intent.
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    Risk Management

    Risk Management

    Assessing risk and implementing a plan.
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    Retirement Planning

    Retirement Planning

    Retirement planning encompasses a series of meticulous financial decisions. 
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    Tax Planning

    Tax Planning

    In the complex world of taxation it becomes fundamental to partner with an advisor that understands your goals.
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    Who We Are

    Corinthian Wealth Management was founded in 2007 as a fee-based financial planning firm based in San Jose, CA. We are a team of experienced financial planners assisting Silicon Valley families to pursue their unique goals that include, asset accumulation, risk management, income strategies and transfer of their financial wealth. 

    We believe financial planning & wealth management is a process, not a product.

    Meet Our Advisors

    Dave Samuels CFP®, CLU®

    Dave has been offering his clients unbiased investment advice and analysis, based on the experience and knowledge gained through his 25-plus years in the financial services industry.

    Devin MacKie CFP®

    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.

    Eleonora Tomasello CFP®

    Eleonora has over 20 years of experience in corporate finance, having held key positions in financial management and operations for leading Silicon Valley high tech companies.

    Strategic Resources and Service Providers
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    Advisory services offered through Arbor Point Advisors, LLC. Corinthian Wealth Management, Arbor Point Advisors and Securities America are separate entities.

    This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.