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).
When we first started this journey, to have real professional help with our finances, our interview with Steve was fairly simple. It was an easy decision for John and I to choose to go with him and Mission Wealth. Steve is exactly the same person we interviewed and it wasn’t a sales pitch.
Finances will always be a variable, but Mission Wealth has stayed true and confidently handled the last tumultuous years with positivity. Thank you for taking care of our whole family. They are everything to me.
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.