Corinthian Wealth Management INC

Corinthian Wealth Management INC Corinthian Wealth Management is a fee-based financial planning firm based in San Jose, CA.

We are a team of experienced CFPs assisting families to pursue their goals. We believe financial planning & wealth management is a process, not a product.

We're Growing to Better Serve the Families Who Trust UsAt Corinthian Wealth Management, every decision we make is guided...
07/24/2026

We're Growing to Better Serve the Families Who Trust Us

At Corinthian Wealth Management, every decision we make is guided by one purpose: serving families with integrity, care, and excellence.

As we continue to grow, we're excited to welcome Kelsey Carbonel and Alyssa Woody to our team.

Kelsey brings extensive experience in operations, process improvement, and client support. Her thoughtful approach and attention to detail help ensure every client experience is handled with care and precision.

Alyssa joins us with a strong background in finance and investment analysis. Her curiosity, analytical mindset, and genuine desire to help others make her a wonderful addition to our team.

While each brings unique strengths, they share the values that matter most to us: putting people first, serving with integrity, and building lasting relationships.

Please join us in welcoming Kelsey and Alyssa to the Corinthian Wealth Management family. We are excited for what lies ahead and grateful to continue serving the families who place their trust in us every day.

Happy Fourth of JulyThe Fourth of July is a time to celebrate freedom, family, and the values that bring us together.As ...
07/04/2026

Happy Fourth of July

The Fourth of July is a time to celebrate freedom, family, and the values that bring us together.

As you gather with loved ones this holiday, we hope your day is filled with laughter, gratitude, and moments that become lasting memories.

Thank you for trusting Corinthian Wealth Management to help you plan for the future while you enjoy the moments that matter today.

Wishing you and your family a safe and wonderful Independence Day.

The best financial plans are often built on lessons learned from those who came before us.This Father's Day, we celebrat...
06/21/2026

The best financial plans are often built on lessons learned from those who came before us.

This Father's Day, we celebrate the fathers and mentors who help shape strong futures through wisdom, guidance, and example.

Happy Father's Day from Corinthian Wealth Management.

This Memorial Day, we pause to honor and remember the brave men and women who gave their lives in service to our country...
05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who gave their lives in service to our country.

Their courage and sacrifice are the foundation of the freedoms we hold today.

At Corinthian Wealth Management, we extend our deepest gratitude to all who have served and to the families who carry their legacy forward.

Wishing you a meaningful and reflective Memorial Day.

Happy Mother’s Day!To the mothers, grandmothers, and mother figures who shape our families with love and intention, than...
05/10/2026

Happy Mother’s Day!

To the mothers, grandmothers, and mother figures who shape our families with love and intention, thank you. Planning today is one way we care for the people who matter most.

At Corinthian Wealth Management, we are honored to walk alongside the families we serve, helping you build clarity and confidence for the generations you love most.

Wishing you a day filled with warmth, gratitude, and the quiet joy of being celebrated.

Legacy Is About More Than WealthMany women approach wealth not only as a personal resource, but as a way to support the ...
03/31/2026

Legacy Is About More Than Wealth

Many women approach wealth not only as a personal resource, but as a way to support the people and causes they care about most.

Legacy planning allows families to think intentionally about the future, including how their values, resources, and priorities can help support future generations.

True wealth planning is about more than numbers. It is about purpose.

Planning for a Future That LastsWomen tend to live longer than men, which means financial plans often need to last longe...
03/30/2026

Planning for a Future That Lasts

Women tend to live longer than men, which means financial plans often need to last longer as well.

Thoughtful planning can help support long-term goals related to retirement, healthcare needs, and lifestyle considerations.

Financial confidence begins with clarity, and clarity begins with a plan.

Address

1625 The Alameda, Ste 308
San Jose, CA
95126

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14089950915

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