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Eleonora Jovel Tomasello

Corinthian Wealth Management

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About Eleonora Jovel Tomasello

Eleonora Jovel Tomasello is a Certified Financial Planner™ professional with over 10 years of experience in the financial services industry. Eleonora is currently registered as an Investment Advisor Representative with Corinthian Wealth Management. Eleonora has a strong background in providing financial planning and investment management services to individuals. She is passionate about helping her clients achieve their financial goals and is committed to providing them with personalized advice and guidance.

Firm Information

Eleonora Tomasello is currently registered with Corinthian Wealth Management. Corinthian Wealth Management is a financial advisory firm that offers portfolio management and financial planning services to individuals. They have 2 licensed agents and 3 investment adviser representatives, managing approximately $90.48 million in assets for 321 clients.

$90.48M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eleonora Tomasello’s Registration & Firm History

CA

07/02/2021 - Present

Corinthian Wealth Management (SAN JOSE CA)

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Licenses & Designations

IA

Issued 05/16/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eleonora Jovel Tomasello.
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