We are a full-service financial planning and investment advisory firm based in Silicon Valley guiding families and individuals to attain the lifestyle they want. Our accessible expertise, fee-transparent services and personalized solutions empower clients to realize their dreams, invest in their future and accelerate their path to lasting wealth.
Corinthian Wealth Management was started with a vision to serve clients and their families to build wealth that transcends generations. CWM was founded by Dave Samuels - CFP®, CLU®, who has worked in personal finance for over 30 years. He had a dream to give back to the community by educating and coaching others to build wealth so that they could pursue their desired lifestyle. That is precisely what Corinthian Wealth Management strives to accomplish. The team works tirelessly to build lasting relationships with their clients. They nurture trust and communication, then leverage that to educate, elevate and empower their clients to live the lifestyle they desire.
President, CEO, Partner
Eleonora Tomasello, CFP®
Eleonora’s passion is empowering and encouraging clients to take charge of their financial future. She takes complex and diverse financial issues and simplifies them to educate and elevate the client’s financial knowledge.
Dave Samuels, CFP®, CLU®
Dave has always been an educator, specializing in and encouraging clients to control their finances. He collaborates closely with his clients to create balance & harmony in their personal lives while guiding them through the financial planning process.