Steve Caltagirone
MBA, CFP®
Partner and Client Advisor
Steve Caltagirone
MBA, CFP®
Partner and Client Advisor
Steve Caltagirone
MBA, CFP®
Partner and Client Advisor
Steve Caltagirone
MBA, CFP®
Partner and Client Advisor
“Wealth managers are tasked with the privilege of earning a client’s trust and confidence over the most personal components of one’s life. When earned, this privilege makes our chosen profession uniquely fulfilling.”
Role at Mission Wealth
Steve works directly with Mission Wealth clients to assess their financial goals, developing a tailored plan to assist in their goal achievement.
Spotlight on Steve
In this interview, Steve spoke about how much he enjoys having rapport with clients, how he developed a strong work ethic and how heavy metal rocks his world. As a bonus, he offers advice on three of the most important things people can do to improve their finances.
To read about our interview with Steve, take a look at our Spotlight on the Team: Steve Caltagirone article!
Contact Information
Office Location: San Francisco, CA; Seattle, WA; Portland, OR
Email: scaltagirone@nullmissionwealth.com
Direct Line: (650) 773-6608
Role at Mission Wealth
Steve works directly with Mission Wealth clients to assess their financial goals, developing a tailored plan to assist in their goal achievement.
Spotlight on Steve
In this interview, Steve spoke about how much he enjoys having rapport with clients, how he developed a strong work ethic and how heavy metal rocks his world. As a bonus, he offers advice on three of the most important things people can do to improve their finances.
To read about our interview with Steve, take a look at our Spotlight on the Team: Steve Caltagirone article!
Contact Information
Office Location: San Francisco, CA; Seattle, WA; Portland, OR
Email: scaltagirone@nullmissionwealth.com
Direct Line: (650) 773-6608
Career Highlights
Prior to joining Mission Wealth, Steve helped launch Elmwood Wealth Management, where he served as a Portfolio Manager and Financial Planner. Earlier in his career, he served as a client advisor with San Francisco-based Osborne Partners Capital Management.
Steve became a partner at Mission Wealth in 2018.
Credentials
Master of Business Administration
An MBA is a prestigious postgraduate degree that is awarded to students who have mastered the study of business. Most MBA programs include a “core” curriculum of subjects, such as accounting, economics, marketing, and operations, as well as elective courses that allow participants to follow their own personal or professional interests.
Certified Financial Planner™
To achieve the certification, individuals must demonstrate their financial planning competence through extensive education and a rigorous board examination focusing on the areas of financial planning, taxes, insurance, estate planning and retirement. CFP® professionals must also complete continuing education programs each year to maintain their certification status.
Career Highlights
Prior to joining Mission Wealth, Steve helped launch Elmwood Wealth Management, where he served as a Portfolio Manager and Financial Planner. Earlier in his career, he served as a client advisor with San Francisco-based Osborne Partners Capital Management.
Steve became a partner at Mission Wealth in 2018.
Credentials
Master of Business Administration
An MBA is a prestigious postgraduate degree that is awarded to students who have mastered the study of business. Most MBA programs include a “core” curriculum of subjects, such as accounting, economics, marketing, and operations, as well as elective courses that allow participants to follow their own personal or professional interests.
Certified Financial Planner™
To achieve the certification, individuals must demonstrate their financial planning competence through extensive education and a rigorous board examination focusing on the areas of financial planning, taxes, insurance, estate planning and retirement. CFP® professionals must also complete continuing education programs each year to maintain their certification status.
Community Involvement
Youth sports coach
Personal Pursuits
Steve and his wife, Monika, live in Danville with their two sons. Steve’s interests include fitness, biking, skydiving, and hiking the East Bay hills with his family.
Spotlight on Steve
In this interview, Steve spoke about how much he enjoys having rapport with clients, how he developed a strong work ethic and how heavy metal rocks his world. As a bonus, he offers advice on three of the most important things people can do to improve their finances.
To read about our interview with Steve, take a look at our Spotlight on the Team: Steve Caltagirone article!
Education
Bachelor of Science in Finance from St. Mary’s College of California
MBA in Finance from Vanderbilt University
Steve Recommends
Community Involvement
Youth sports coach
Personal Pursuits
Steve and his wife, Monika, live in Danville with their two sons. Steve’s interests include fitness, biking, skydiving, and hiking the East Bay hills with his family.
Spotlight on Steve
In this interview, Steve spoke about how much he enjoys having rapport with clients, how he developed a strong work ethic and how heavy metal rocks his world. As a bonus, he offers advice on three of the most important things people can do to improve their finances.
To read about our interview with Steve, take a look at our Spotlight on the Team: Steve Caltagirone article!
Education
Bachelor of Science in Finance from St. Mary’s College of California
MBA in Finance from Vanderbilt University
Steve Recommends