We offer Different Services
Investment Planning
Investment Planning
Estate Planning
Estate Planning
Retirement Planning
Retirement Planning
Tax Planning
Tax Planning
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.
