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

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

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

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