Year-end Tax Insights!
Vince Caltagirone
“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."
Vince is a Wealth Advisor Associate Intern at Mission Wealth. In this role, he collaborates closely with his advisory team, gaining hands-on exposure to the wealth management industry and Mission Wealth’s unique client-centered approach.
This internship provides Vince with valuable insights and a deeper understanding of how Mission Wealth’s team operates to meet clients’ financial 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 currently lives in Los Angeles and will graduate from Loyola Marymount University in May 2026.
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.
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