Steve Caltagirone Partner and Managing Director Mission Wealth

Steve Caltagirone

In by Mission Wealth

Steve Caltagirone, Partner and Senior Wealth Advisor

Steve Caltagirone

CFP®, MBA

Partner and Managing Director

Seattle, Gig Harbor, Walnut Creek, Portland, Santa Barbara

(650) 232-7224

CONTACT STEVE

"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).

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.

Kristen S. - Current Client
Testimonials appearing on this website have been received by actual current clients of Mission Wealth Management LP. All testimonials reflect the experiences of those that have used our services in some way or another. However, they are individual results and results may vary. We do not claim that they are typical results that our clients will or should expect to achieve. The testimonials are not necessarily representative of all of those who will use our services. No compensation has been paid to any client in exchange for the testimonials appearing on this website. 00516051 04/23

In the News

Important Estate and Tax Law Changes for 2025

Important Estate and Tax Law Changes for 2025

The IRS has unveiled crucial adjustments to tax brackets, credits, and deductions for 2025. Read more in this article.
What are Qualified Charitable Distributions (QCDs)

What are Qualified Charitable Distributions (QCDs)?

Qualified Charitable Distributions (QCDs) have become an even more powerful tool for charitably inclined investors, but how do they work?
Amanda Thomas' Retirement

Mission Wealth Celebrates Amanda Thomas’ Retirement: A Legacy of Empowerment

With heartfelt gratitude, we announce the retirement of Amanda Thomas, a Partner and our Director of Philanthropic Strategy.

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