Eleonora Tomasello, CFP®

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.  She joined CWM in 2012 and has worked with individuals and families to understand their current financial situation, develop financial plans and support them to attain their goals. 

Her passion is working with clients to provide financial education, organization and empowering clients to take charge of their financial future.  As an active member of the Financial Planning Association of Silicon Valley, Eleonora promotes financial planning in the community. She has been a member of the FPA Silicon Valley Pro Bono since 2010 and has provided tax assistance through the Catholic Charity Volunteer Income Tax Assistance (VITA) Program.  She is fluent in Spanish and conversational Italian.

Eleonora earned a B.S. Degree in Management and Finance from San Jose State University and a Personal Financial Planning Certificate from the University of California– Santa Cruz. She is CFP® and is a Registered Tax Preparer of the State of California. Eleonora has successfully completed requirements for the Series 65.

She lives in San Jose with her husband and two children. Eleonora enjoys cooking, photography and reading.

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