Steve Caltagirone, MBA, CFP®
Partner and Managing Director at Mission Wealth- Claim this Profile
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Bio
Frank A. DI Napoli
I've known Steve Caltagirone for many years. Have followed his progress in the field of Financial Services. He has the knowledge and expertise to interact with wealthy clients who need the guidance to properly invest their funds for long term capital appreciation and the desired yields for ongoing income. He is a professional who is well respected,and his resume speaks for itself. Frank A. DiNapoli
Patrick Huey, CFP®, CAP®, ATP
Steve is an excellent manager of people and resources. He is an outstanding motivator and has an easygoing leadership style that produces results.
Frank A. DI Napoli
I've known Steve Caltagirone for many years. Have followed his progress in the field of Financial Services. He has the knowledge and expertise to interact with wealthy clients who need the guidance to properly invest their funds for long term capital appreciation and the desired yields for ongoing income. He is a professional who is well respected,and his resume speaks for itself. Frank A. DiNapoli
Patrick Huey, CFP®, CAP®, ATP
Steve is an excellent manager of people and resources. He is an outstanding motivator and has an easygoing leadership style that produces results.
Frank A. DI Napoli
I've known Steve Caltagirone for many years. Have followed his progress in the field of Financial Services. He has the knowledge and expertise to interact with wealthy clients who need the guidance to properly invest their funds for long term capital appreciation and the desired yields for ongoing income. He is a professional who is well respected,and his resume speaks for itself. Frank A. DiNapoli
Patrick Huey, CFP®, CAP®, ATP
Steve is an excellent manager of people and resources. He is an outstanding motivator and has an easygoing leadership style that produces results.
Frank A. DI Napoli
I've known Steve Caltagirone for many years. Have followed his progress in the field of Financial Services. He has the knowledge and expertise to interact with wealthy clients who need the guidance to properly invest their funds for long term capital appreciation and the desired yields for ongoing income. He is a professional who is well respected,and his resume speaks for itself. Frank A. DiNapoli
Patrick Huey, CFP®, CAP®, ATP
Steve is an excellent manager of people and resources. He is an outstanding motivator and has an easygoing leadership style that produces results.
Credentials
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CERTIFIED FINANCIAL PLANNER
CFP BoardAug, 2013- Nov, 2024
Experience
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Mission Wealth
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United States
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Financial Services
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1 - 100 Employee
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Partner and Managing Director
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2013 - Present
As a Partner and Managing Director at Mission Wealth, I am focused on growing the firm's advisory services in the San Francisco Bay Area and Pacific Northwest. With a passion for working directly with clients and their families, I help assess their financial goals and develop customized plans to achieve them. My expertise lies in concentrated stock options and tax sensitivity solutions, as well as staying up-to-date on the evolving nuances of the financial industry. As a Partner and Managing Director at Mission Wealth, I am focused on growing the firm's advisory services in the San Francisco Bay Area and Pacific Northwest. With a passion for working directly with clients and their families, I help assess their financial goals and develop customized plans to achieve them. My expertise lies in concentrated stock options and tax sensitivity solutions, as well as staying up-to-date on the evolving nuances of the financial industry.
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Elmwood Wealth Management, Inc.
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Berkeley, CA
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Portfolio Manager and Financial Planner
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2012 - 2013
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Osborne Partners Capital Management, LLC
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United States
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Investment Management
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1 - 100 Employee
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Portfolio Counselor
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2010 - 2012
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Cerity Partners
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United States
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Financial Services
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400 - 500 Employee
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Portfolio Manager
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2008 - 2009
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Fisher Investments
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United States
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Financial Services
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700 & Above Employee
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Group Manager
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2003 - 2008
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Bank of America
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United States
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Banking
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700 & Above Employee
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Global Operations
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1998 - 2000
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Senior Associate
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1996 - 1998
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Education
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Vanderbilt University - Owen Graduate School of Management
MBA, Finance -
Saint Mary's College of California
BS, Finance
Community
