Vince Caltagirone
Based in Dallas, Vince supports advisory teams through financial plan preparation, client data analysis, reviews, reporting, and coordinated follow through.
Ways to Connect
As a Wealth Advisor Associate at Mission Wealth, Vince Caltagirone supports his team in delivering comprehensive financial planning services to clients. He is responsible for analyzing client data, preparing personalized financial plans, and assisting with ongoing wealth management reviews and year-end reporting. Through his attention to detail and strong analytical skills, Vince helps ensure that each client’s financial strategy is thoughtfully prepared and aligned with their long-term goals.
The ability to help others unlock unrealized potential in their lives is a privilege, especially when it comes to creating outcomes that extend, elevate, and establish a brighter future. Community is everything, whether that be family, friends, or new acquaintances. A commitment to the overall wealth of the community can be a powerful tool, especially when building a plan, mindset, or belief that stems from shared values.
Professional Background
Vince had the opportunity to complete a 10-week internship at Fidelity Investments at their Bridgeport Village, OR, office in the summer of 2025. It was with Fidelity that he was able to complete the SIE study program under PassPerfect, learn more about Fidelity’s unique financial services, and, most importantly, explore their relationship with Wealth Advisor Solutions. Such a discovery inspired Vince to look into WAS opportunities for a postgrad position. He couldn’t be more excited to develop and thrive with Mission Wealth.
Personal Pursuits
Vince seeks to continue his love for fitness, travel, and experience, including but not limited to hiking, running, and day trips to and around any given location. Vince enjoys guitar, a good movie with family or friends, and will always check out what the latest Star Wars Lego set has to offer. Vince graduated from Loyola Marymount University in May 2026.
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