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We offer Different Services

Investment Planning

Investment Planning

Estate Planning

Estate Planning

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

Risk Management

Risk Management

Assessing risk and implementing a plan.

Retirement Planning

Retirement Planning

Retirement planning encompasses a series of meticulous financial decisions. 

Tax Planning

Tax Planning

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

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 Corinthian Wealth Management INC. an SEC Registered Investment Advisor.

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