Eleonora
Tomasello

Corinthian Wealth Management

CRD#6197984
Investment Advisor
in San Jose, CA

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About this Advisor

Eleonora Tomasello is a certified financial planner working in San Jose, California, who has 2 years of industry experience. Tomasello currently works for Corinthian Wealth Management. Tomasello has gained experience at Concert Wealth Management, Inc, Tomasello Financial Service, Mercury360, LLC, Corinthian Wealth Management, Sowell Financial Services, LLC, Kms Financial Services, Inc and Arbor Point Advisors. Tomasello has a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in California. Corinthian Wealth Management is a registered investment firm that has its headquarters in San Jose, CA. It controls $81 million in assets between its 306 client accounts, placing it among the smaller investment advisory firms in the country by assets under management. Corinthian Wealth Management offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules usually vary depending on the services offered. However, fees charged by Corinthian Wealth Management may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1625 The Alameda Suite 308
San Jose, CA 95126

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Corinthian Wealth Management Brokerage Details

Total Assets Under Management

$80,591,447

CA Average: $7,578,581,321
Total Number of Employees

3

CA Average: 43
Total Number of Accounts

306

CA Average: 3,727
Average Account Size

$263,371

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Eleonora Tomasello Work History

Eleonora has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Arbor Point Advisors

2013 - Present (11 years)

Corinthian Wealth Management

2012 - Present (12 years)

Tomasello Financial Service

2017 - 2017 (< 1 year)

Concert Wealth Management, Inc

2017 - 2020 (3 years)

Kms Financial Services, Inc

2016 - 2017 (1 year)

Sowell Financial Services, LLC

2012 - 2017 (5 years)

Mercury360, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eleonora Tomasello to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Corinthian Wealth Management

Eleonora Tomasello
San Jose, CA
Claudia Deras
San Jose, CA
David Samuels
San Jose, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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