Mission Wealth Names New Partner to the Firm
SANTA BARBARA, Calif. (PRWEB) January 19, 2018 -- Mission Wealth, a nationally recognized financial planning and investment management firm, is pleased to announce Steve Caltagirone as a new Partner.
Mr. Caltagirone works in the firm’s San Francisco office and has been a client advisor with the firm since 2013. He is a CERTIFIED FINANCIAL PLANNER™ with a Master’s of Business Administration degree in Finance from Vanderbilt University. He also holds a Bachelor’s of Science in Finance from St. Mary’s College of California.
Mr. Caltagirone has over 20 years of experience in the investment and financial planning world and he has worked extensively with retirees, concentrated stock owners, independent women and socially responsible investors.
“From the first moment I met Steve, I could tell he was a person of high-integrity and a consummate professional. This is why we hired him in 2013 and why he has thrived in our organization ever since,” says Mission Wealth CEO Seth Streeter. “Steve’s knowledgeable and caring approach with clients quickly engenders him to become a key trusted advisor in their lives. As our newest partner, we are excited to have Steve become a key trusted leader within our company as well.”
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 also served as a client advisor with San Francisco-based Osborne Partners Capital Management.
“I have a genuine interest in people and a constant desire to help and demonstrate care in the form of service,” says Steve. “I genuinely want people to feel important because they can tell that I have a genuine interest in them as opposed to a feigned interest for self-benefit purposes.”
The Mission Wealth Owners Group now comprises of eight Partners, including Matthew Adams, Steve Caltagirone, Tricia Fahnoe, Geoff Gaggs, Andy Penso, Brad Stark, Seth Streeter and Dannell Stuart.
About Mission Wealth
Since 2000, Mission Wealth has been providing caring advice that empowers families to achieve their financial dreams. Our founders were pioneers in the wealth management industry when they championed the client-first principles of objectivity, independence and personalized planning. To support those ideals, we created a holistic process that provides clarity, confidence and greater peace of mind for financial decisions.
Mission Wealth has been acting as a fiduciary since our firm’s inception, always putting our client’s best interests first. Learn more at missionwealth.com.
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Michelle Wisniewski, Mission Wealth, https://missionwealth.com, +1 (805) 690-3854, [email protected]
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