.png)
.png)
DAVESAMUELS
Dave is a serious classical and jazz pianist who knows the value of creating harmony and embracing change. For over 30 years, he has worked with families, individuals, and small business owners to support them in creating and implementing a financial strategy tailored to meet their needs.
Dave's beliefs in the value of personal relationships developed from growing up and performing recitals at senior residences and connecting with the residents both musically and socially.
He still performs on a volunteer basis at various locations.
Dave views financial planning as a dynamic process and understands that your financial goals may evolve due to changes in your lifestyle and circumstances.
Being fee-based allows him to put his clients' interests first rather than being constrained by in-house products. Dave can focus on empowering clients to take control of their finances.
MORE ABOUT DAVE
EDUCATION
Dave has served on the board of the Financial Planning Association of Silicon Valley as well as the board of the Steinway Society, which promotes piano concerts. Dave is a member of the Santa Clara County Estate Planning Council and the Board of Senior Adult Legal Assistance (SALA). Dave is a valued speaker for various organizations.
Dave brings his unique perspective on comprehensive wealth management to topics such as determining financial goals and implementing the steps necessary to make those goals a reality. He is a valued resource and consultant for many accountants and estate planning attorneys.
CORINTHIAN WEALTH
Dave Samuels, president of Corinthian Wealth Management, has been offering his clients unbiased investment advice and analysis, based on the experience and knowledge gained through his 30-plus years in the financial services industry.
In fact, the values expressed in Corinthian’s corporate culture- excellence, integrity, commitment, and expertise- are the same values its founder has brought to his profession every day for over two decades.
GIVING BACK
Dave performs piano concerts on a volunteer basis in the Bay Area.
He plays regularly at various locations including retirement homes and charity functions.