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"At times we will delegate the management of our finances, but we should never relinquish our responsibility."

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-Eleonora Tomasello

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Meet Eleonora Tomasello

Meet Eleonora Tomasello

  About Eleonora Tomasello  

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.
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She earned a B.S. Degree in Management and Finance from San Jose State University and a Personal Financial Planning Certificate from the University of California– Santa Cruz. Eleonora holds Series 65 and CA Accident and Health License. She is a CFP® and a Registered Tax Preparer of the State of California.

 

Eleonora lives in San Jose with her husband and two children.  Cooking, photography, and reading are some of her favorite hobbies.  Additionally, she enjoys sharing her gifts and talents supporting various organizations that support her community like Prerna, FPA ProBono, Women’s Inner Strength, and St. Francis of Assisi Church.

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1625 The Alameda Suite 308

San Jose, CA 95136

Main: 408 995-0915

Direct: 408 995-0931

etomasello@corinthianwealth.com

Advisory services offered through Arbor Point Advisors, LLC. Corinthian Wealth Management, Arbor Point Advisors and Securities America are separate entities

 

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