Steve Caltagirone MBA, CFP®
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
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?
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.
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).
Connect with us
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor