Advisors at this firm
Pham Thao An N
Series 65
San Jose, CA
Corinthian Wealth Management
Pham Thao An Nguyen is a financial advisor at Corinthian Wealth Management in San Jose, CA, holding a Series 65 credential with one year of industry experience. Prior to joining the firm, she worked in various roles including ophthalmology and public safety. Ms. Nguyen is a notary public and provides notary services to clients. Corinthian Wealth Management offers portfolio management and financial planning services primarily to individual investors and small businesses. The firm employs both strategic and tactical asset allocation approaches and utilizes a range of investment strategies, including short-term trading and the use of specialist sub-advisors.
Eleonora T
CFP®, Series 65
San Jose, CA
Corinthian Wealth Management
Eleonora Tomasello is a CFP® and Series 65 licensed financial advisor with 12 years of industry experience. She is currently with Corinthian Wealth Management, where she has worked since 2019, and previously held roles at Arbor Point Advisors, Concert Wealth Management, KMS Financial Services, Sowell Financial Services, Mercury360, and operated her own firm, Tomasello Financial Service. Outside of advisory work, she serves as a volunteer for the Silicon Valley Financial Planning Association and is a licensed notary public. Corinthian Wealth Management provides portfolio management and financial planning services primarily to individual investors and small businesses. The firm uses both strategic and tactical asset allocation methods and offers a range of investment strategies including short-term trading and alternative instruments, managing roughly $105 million in discretionary assets across about 186 clients.
Claudia D
CFP®, Series 65
San Jose, CA
Corinthian Wealth Management
Claudia Deras Sosa is a CFP® and Series 65 licensed advisor with four years of industry experience. She is currently with Corinthian Wealth Management, where she has worked since 2021. Prior to that, she was with Arbor Point Advisors and KMS Financial Services. Outside of her advisory role, she provides notary services to clients. Corinthian Wealth Management offers portfolio management and financial planning services primarily to individual investors and small businesses. The firm uses both strategic and tactical asset allocation approaches and manages approximately $105 million in discretionary assets across about 186 clients.
