Vince Caltagirone

Wealth Advisor Associate

Dallas

“The ability to help others unlock unrealized potential in their lives is a privilege, especially when it comes to creating outcomes that extend, elevate, and establish a brighter future. Community is everything, whether that be family, friends, or new acquaintances. A commitment to the overall wealth of the community can be a powerful tool, especially when building a plan, mindset, or belief that stems from shared values."

As a Wealth Advisor Associate at Mission Wealth, Vince Caltagirone supports his team in delivering comprehensive financial planning services to clients. He is responsible for analyzing client data, preparing personalized financial plans, and assisting with ongoing wealth management reviews and year-end reporting. Through his attention to detail and strong analytical skills, Vince helps ensure that each client’s financial strategy is thoughtfully prepared and aligned with their long-term goals.

Learn About Vince Caltagirone

Professional Background

Vince had the opportunity to complete a 10-week internship at Fidelity Investments at their Bridgeport Village, OR, office in the summer of 2025. It was with Fidelity that he was able to complete the SIE study program under PassPerfect, learn more about Fidelity’s unique financial services, and, most importantly, explore their relationship with Wealth Advisor Solutions. Such a discovery inspired Vince to look into WAS opportunities for a postgrad position. He couldn't be more excited to develop and thrive with Mission Wealth.

Personal Pursuits

Vince seeks to continue his love for fitness, travel, and experience, including but not limited to hiking, running, and day trips to and around any given location. Vince enjoys guitar, a good movie with family or friends, and will always check out what the latest Star Wars Lego set has to offer. Vince graduated from Loyola Marymount University in May 2026.

In the News

Market Update 7/30/26

Read Mission Wealth’s latest market update covering the Federal Reserve’s interest rate decision, inflation, market outlook, portfolio diversification, and investment strategy.

What Are Non-Qualified Stock Options (NSOs), and How Are They Taxed?

Non-qualified stock options (NSOs) can be a valuable form of equity compensation, but exercising them may trigger significant taxes and cash-flow needs. Learn how NSOs work, when they’re taxed, and strategies to help maximize their value while managing investment and tax risk.

Trump Accounts Explained: Should You Contribute Beyond the $1,000 Government Deposit?

Learn how Trump Accounts work, who qualifies for the $1,000 government contribution, contribution strategies, tax rules, and how they compare to 529 plans.

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.