Dave Samuels, CFP®, CLU®

Dave Samuels - CFP®, CLU®

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 25-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).

Dave has served on the board of the Financial Planning Association of Silicon Valley as well as the board for Starting Arts and the Steinway Society which promotes piano concerts. Dave is also on the board of Santa Clara County Estate Planning Council and is also a member of the San Jose Chamber of Commerce. Dave was recently recruited to join the board for SALA which stands for Senior Adults Legal Assistance.

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 attorneys when it comes to various investment strategies for estate planning and special needs trusts.

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.

 

Advisory Services offered through KMS Financial Services, Inc. an SEC registered investment adviser.