Steve Caltagirone MBA, CFP®

Rating: 5
Author: Kristen S.

Partner and Managing Director

Based in Boise, and part of our Park City team, Steve helps individuals and families coordinate customized investment strategies, estate planning, and long-term financial decisions.

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Request an introduction

Who Steve Typically Helps

Individuals and families seeking personalized wealth guidance, multigenerational families, individuals with concentrated stock positions, established clients with ongoing planning needs, and clients who value responsiveness and a close advisory relationship.

Serving Clients in

Boise • Seattle • Gig Harbor • Bellevue • Portland • Walnut Creek • Park City • Communities throughout the Pacific Northwest, Northern California, and the Mountain West

Available nationwide through virtual meetings

Questions Steve Helps Answer

How can I develop a customized investment strategy?
How can I manage risk and build a thoughtful diversification strategy for a concentrated stock position?
How can I coordinate estate planning with broader financial goals?
How should I plan for current and long-term family priorities?
How can my financial strategy adapt as my circumstances evolve?

Raye K.

05/28/2026

We would like to give a shout out to Steve Caltagirone! Steve has been there for us for many years now and we constantly feel so well taken care of! He responds to any and all questions and requests immediately even when he's on vacation which is so above and beyond! He also gives us the peace of mind that our financial health is excellent and that is a huge load off our backs and minds!! We can't imagine anyone else we would rather go through this stage of our lives with than Steve!!! Thanks for being there for us Steve!!! Mission Wealth is very lucky to have you and so are we!

Kristen S.

09/11/2025

Steve, I appreciate you being a part of our family team. When we first started this journey, to have real professional help with our finances, our interview with you was fairly simple. It was an easy decision with John and me both choosing to go with you and Mission Wealth. You are exactly the same person we interviewed. It wasn’t a sales pitch. And you are exactly the person we chose today. Finances will always be variable, but you have stayed true and confidently handled the last tumultuous years with positivity. Thanks for taking care of our whole family. They are everything to me.

The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.

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, Partner and Managing Director

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).

Request an introduction to Steve Caltagirone.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Steve Caltagirone and Mission Wealth may be the right fit to support your life and financial goals.

Request an introduction