Eleonora Tomasello has been CEO, CCO of Corinthian Wealth Management since January 2021, is a control person of the firm and directly owns 75% or more of it.
Corinthian Wealth Management, Inc. is a San Jose, CA firm with $132M under management, 189 clients and 3 advisers in one office, as of its July 2026 filing.
Eleonora Tomasello is President, CEO, Owner of Corinthian Wealth Management. Her focus is on working with clients to develop a plan that encompasses investments, tax planning, risk management and retirement planning. She has over ten years of experience in corporate finance, including key positions in financial management and operations for Silicon Valley high tech companies, and joined Corinthian Wealth Management in 2013 as a CERTIFIED FINANCIAL PLANNER™.
Eleonora Tomasello’s longest registration is the current one, 5 years at Corinthian Wealth Management since 2021. Before joining Corinthian Wealth Management in 2021, Eleonora Tomasello was registered through Arbor Point Advisors and KMS Financial Services, Inc.
- Corinthian Wealth ManagementCurrent– present · 5 yearsSan Jose, CA · Adviser representative · Firm CRD 312196
- Arbor Point Advisors– · under a yearSan Jose, CA · Adviser representative · Firm CRD 165127
- KMS Financial Services, Inc– · 3 yearsSan Jose, CA · Adviser representative · Firm CRD 3866
- Sowell Management Services– · 1 yearSan Jose, CA · Adviser representative · Firm CRD 127145
- Concert Wealth Management– · 4 yearsSan Jose, CA · Adviser representative · Firm CRD 141253
Professional designations
Listed by Corinthian Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Eleonora Tomasello is registered as an investment adviser representative in California, since July 2021.
- CaliforniaSince 2 July 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 May 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Eleonora Jovel Tomasello
- CRD
- 6197984
- Firm
- Corinthian Wealth Management · CRD 312196
- Role
- CEO, CCO
- Office
- 1625 THE ALAMEDA, SUITE 308, San Jose, CA 95126
- Registration
- Investment adviser registration
- In the industry since
- June 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- corinthianwealth.com
Where does Eleonora Tomasello work?
Eleonora Tomasello has been CEO, CCO of Corinthian Wealth Management, Inc. since January 2021, and is a control person of the firm.
Is Eleonora Tomasello a financial advisor?
Yes. Eleonora Tomasello has a current investment-adviser registration in California, through Corinthian Wealth Management since July 2021.
How many years of experience does Eleonora Tomasello have?
Eleonora Tomasello has 13 years in the financial industry, since June 2013, across 5 adviser firms.
What exams has Eleonora Tomasello passed?
Eleonora Tomasello passed the Series 65 in May 2013.
Where did Eleonora Tomasello work before Corinthian Wealth Management?
Before Corinthian Wealth Management, Eleonora Tomasello was registered through Arbor Point Advisors, November 2020 to July 2021; KMS Financial Services, Inc, April 2017 to November 2020; Sowell Management Services, September 2016 to December 2017; Concert Wealth Management, June 2013 to June 2017.
Where is Eleonora Tomasello based?
Eleonora Tomasello’s registered office is in San Jose, CA.
Is Eleonora Tomasello registered with FINRA?
No. Eleonora Tomasello has no current broker registration.
Is Eleonora Tomasello a CFP?
Corinthian Wealth Management lists Eleonora Tomasello with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Eleonora Tomasello’s record?
Search CRD 6197984 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eleonora Tomasello’s full registration record.