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Eleonora Tomasello, CFP

®

President, CEO, Owner

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ABOUT

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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. Her focus is on working and collaborating with clients to develop a plan that encompasses investments, tax planning, risk management, and retirement planning to address issues that could impact the client’s well-being. Eleonora believes in financial planning as a dynamic process that is flexible and adjusts to your life-changing needs. 

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Eleonora has over ten years of experience in corporate finance, having held key positions in financial management and operations for leading Silicon Valley high tech companies. 

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She joined Corinthian Wealth Management in 2013 as a CERTIFIED FINANCIAL PLANNER TM. Eleonora has worked with individuals and families to understand their current financial situation, develop financial plans, and support them to attain their goals.

 

Eleonora lives in San Jose with her husband and enjoys spending time with her two adult children when possible.  Some of her favorite hobbies are cooking, photography, reading and listening to live music.

EDUCATION

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  • Bachelor of Science in Finance

  • Bachelor of Science in Business Administration

BLOGS

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  • Q2 2023 Market Perspective

  • Q1 2023 Market Perspective

  • The Top Three United States Indices

  • CWM Market & Economic Perspective - July 2022

  • Money & Marriage

  • Retirement Planning

  • Detoxing from the Holidays

  • Are You Prepared for an Emergency?  9/30/2020

  • What do “The Holidays” Mean to Me? 12/21/2020

  • Identity Theft – January 2019

  • Holiday Greetings!  12/22/2018

  • Gratitude 11/15/2018

HIGHLIGHTS

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  • CERTIFIED FINANCIAL PLANNER

  • Series 65 Holder

  • California Insurance License

  • President and member of Santa Clara County Estate Planning Council (SCCEPC)

  • Member of National Association of Women Business Owners (NAWB) Silicon Valley

  • Member of Financial Planning Association Silicon Valley Chapter (FPA)

  • Member of Financial Planning Association FPA Pro Bono Committee since 2010

TM

Site Map

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Address:

1625 The Alameda, Suite 308
San Jose, CA 95126

Email:

Phone:

 (408) 995-0915

Social:

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Advisory services offered through Corinthian Wealth Management, INC. a Registered Investment Advisor.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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