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About Us
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.
Our Story
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.
Our Team
Operations Associate
Alyssa Woody
What drives Alyssa is the belief that financial knowledge should never feel out of reach. She grew up in the Palm Springs area as the oldest of many siblings, raised by a single mother who stretched a little to cover a lot, and she saw firsthand how much steadier life feels when money is understood rather than feared.
Operations Associate
Kelsey Carbonel
Kelsey finds purpose in the details, in the careful behind the scenes work that keeps a client’s financial life organized, accurate, and running smoothly. She knows that confidence comes from knowing nothing has been overlooked, and she takes pride in being the steady presence that makes that possible.
