Corinthian Wealth Management, led by Eleonora Tomasello, is an independent investment advisory firm that takes a refreshingly holistic approach to helping busy professionals build real wealth. They focus on starting with a personalized financial plan rather than pushing products, empowering clients to confidently achieve their financial goals.

• Independent advisory firm
• Plan-first approach
• Nationwide service
• Holistic wealth management
• Strong tech industry connections

Corinthian Wealth Management provides comprehensive wealth management and financial planning services. They help professionals understand their financial goals and invest their assets strategically to achieve them, taking into account all areas of their clients' financial lives with integrity, honesty, and clear communication.

Based in San Jose, California, Corinthian Wealth Management serves clients nationwide, offering flexibility to work with professionals anywhere in the country.

They start with a plan, not a product, taking a holistic approach that looks beyond investments to encompass all areas of their clients' financial lives. Their commitment to integrity, honesty, and clear communication builds long-term trust and empowers clients to take confident action on their financial journey.

Their ideal customers are busy professionals, high-net-worth individuals, and business owners who need sophisticated wealth management guidance. They work best with CPAs, estate attorneys, business consultants, 401k providers, HR professionals, and private fiduciaries who serve similar clients and can complement their comprehensive approach.

A coffee enthusiast who believes the best financial plans, like the best coffee, are crafted with care and attention to detail.