“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!
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.
Education
Bachelor of Science in Finance from St. Mary’s College of California
MBA in Finance from Vanderbilt University
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