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Eleonora T
CFP®, Series 65
San Jose, CA
Corinthian Wealth Management
Eleonora Tomasello is a CFP® and Series 65 licensed financial advisor with 13 years of industry experience. She is currently with Corinthian Wealth Management, where she has worked since 2018, following prior roles at Arbor Point Advisors, KMS Financial Services, and other firms. Tomasello is a licensed independent insurance agent and volunteers with the Silicon Valley Financial Planning Association. Corinthian Wealth Management serves individual investors and small businesses by providing ongoing portfolio management and tailored financial planning. The firm uses both strategic and tactical asset allocation, incorporating fundamental, technical, and cyclical analysis, and offers discretionary and non-discretionary portfolio management including the use of third-party sub-advisors and various active trading strategies.
Claudia D
CFP®, Series 65
San Jose, CA
Corinthian Wealth Management
Claudia Deras Sosa is a CFP® with four years of industry experience, currently working at Corinthian Wealth Management in San Jose, CA. Her prior experience includes roles at Arbor Point Advisors and KMS Financial Services. She also provides notary services to clients, dedicating several hours monthly to this activity. Corinthian Wealth Management serves individual investors and small businesses with portfolio management and financial planning tailored to client goals and risk tolerance. The firm employs both strategic and tactical asset allocation and offers discretionary and non-discretionary portfolio management, including the use of third-party sub-advisors and a range of investment strategies.
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