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Dave Samuels, CFP , CLU

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Founder

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ABOUT

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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. Dave believes there is no one size fits all, but rather each client has a unique set of circumstances that may require a custom solution to suit specific needs. Therefore, Dave collaborates with his clients, assisting them in using their financial resources to support, empower, and express their personal beliefs and values.

 

Dave has been in the financial service industry for over 30 years and is the Founder and Chief Investment Officer (CIO) of Corinthian Wealth Management. In addition, Dave is a past president of the Santa Clara County Estate Planning Council. He is a member of the Financial Planning Association and is on the Senior Adults Legal Assistance board.

 

Dave performs music for various venues in his spare time, including Assisting Living Homes, Skilled Nursing, and Retirement Homes.

EDUCATION

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  • BA in Music

BLOGS

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  • To  Crypto or Not?

  • Tales of Two Stocks

  • Estate Planning- Not Just for Millionaires

HIGHLIGHTS

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  • CERTIFIED FINANCIAL PLANNER

  • Chartered Life Underwriter     (CLU)

  • Series 65 holder

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

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

  • Member of Private Fiduciary Association of CA (PFAC)

  • Member of Senior Adult Legal Assistance (SALA)

  • Board Member of Starting Arts

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