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Eleonora Tomasello’s passion is empowering and encouraging clients to take charge of their financial future. She takes complex and diverse financial issues and simplifies them to educate and elevate the client’s financial knowledge. Eleonora focuses on working and collaborating with clients to develop a plan encompassing investments, tax planning, risk management, and retirement planning to address issues that could impact the client’s well-being. Eleonora believes in financial planning as a dynamic process that is flexible and adjusts to your life-changing needs.
She earned a B.S. in Management and Finance from San Jose State University and is a CERTIFIED FINANCIAL PLANNER ™. In addition, Eleonora holds Series 65 and California Accident and Health Insurance Licenses.
Eleonora enjoys sharing her gifts and talents to support various organizations in her community like FPA ProBono, Santa Clara County Estate Planning Council (SCCEPC), St. Francis of Assisi Church, and most recently, NAWBO Silicon Valley (Corporate Partners Director).