Steve Caltagirone

CFP^®, MBA

Partner and Managing Director

Seattle, Gig Harbor, Walnut Creek, Portland, Park City/Salt Lake City

(650) 232-7224

"Wealth managers hold the responsibility of earning and maintaining a client's trust and confidence when it comes to the most personal aspects of their life. It's a privilege that, when earned, makes our profession truly fulfilling."

Steve Caltagirone is a Partner and Managing Director at Mission Wealth, where he leads his team throughout San Francisco, California; Seattle, Washington; Portland, Oregon; and the surrounding Pacific Northwest area. With a deep understanding of his clients' needs, Steve specializes in developing customized investment solutions, estate planning, and financial strategies that help them achieve their current and long-term financial goals. He is dedicated to providing personalized service and building strong relationships with his clients, ensuring their financial success every step of the way.

"Wealth managers hold the responsibility of earning and maintaining a client's trust and confidence when it comes to the most personal aspects of their life. It's a privilege that, when earned, makes our profession truly fulfilling."

Steve Caltagirone is a Partner and Managing Director at Mission Wealth, where he leads his team throughout San Francisco, California; Seattle, Washington; Portland, Oregon; and the surrounding Pacific Northwest area. With a deep understanding of his clients' needs, Steve specializes in developing customized investment solutions, estate planning, and financial strategies that help them achieve their current and long-term financial goals. He is dedicated to providing personalized service and building strong relationships with his clients, ensuring their financial success every step of the way.

Learn About Steve Caltagirone

Professional Background

Steve Caltagirone brings a wealth of experience to Mission Wealth as a Partner and Managing Director. With a background in portfolio management and financial advisory roles, Steve joined the company in 2013 and quickly became an integral part of the team. Prior to joining Mission Wealth, Steve was instrumental in launching Elmwood Wealth Management, where he honed his skills as a Portfolio Manager and Financial Planner. He also worked as a Client Advisor for Osborne Partners Capital Management in San Francisco.

Steve holds a Bachelor of Science in Finance from St. Mary's College of California and an MBA in Finance from Vanderbilt University. He has also earned the CERTIFIED FINANCIAL PLANNER™ designation, demonstrating his commitment to providing the highest level of expertise and service to his clients.

Personal Pursuits

Steve Caltagirone resides in Boise, Idaho with his wife Monika and their two sons. When he's not working, he enjoys spending quality time with his family while exploring the great outdoors. Steve is an avid gym-goer who loves skiing, hiking, and previously enjoyed skydiving (Steve has actually jumped out of planes 1,000 times).

Hear Directly From Mission Wealth Clients

Kristen S. (00516051 12/22)

In the News

Mission Wealth Increases Ranking on Forbes 2025 America’s Top RIA Firms List

Mission Wealth ranks #78 on Forbes 2025 America’s Top RIA Firms list, reflecting our growth, fiduciary commitment, and dedication to client success.

Mission Wealth Announces Strategic Merger with Colorado’s Diversified Asset Management

Mission Wealth is thrilled to announce our merger with Diversified Asset Management, a financial planning firm in Boulder, Colorado.

Should You Enroll in the Employee Stock Purchase Plan (ESPP)?

If you’re wondering whether you should enroll in your company’s ESPP, consider it as one way to help you build wealth. This article outlines what you need to know.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.

CONTACT US