Steve Salvatore Caltagirone

Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FAMILY WEALTH MANAGEMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → Present
  Mission Wealth Management, Llc
  Santa Barbara, CA

Previous Registrations

• 2012-12-05 → 2013-11-05
  Elmwood Wealth Management
  Berkeley, CA
• 2011-03-23 → 2012-12-07
  Osborne Partners
  San Francisco, CA
• 2009-12-02 → 2010-06-03
  Millie Capital Management Llc
  Walnut Creek, CA
• 2008-07-24 → 2009-04-14
  B|O|S
  San Francisco, CA
• 2005-03-14 → 2008-08-07
  Fisher Investments
  Woodside, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-03-09
• S63 Uniform Securities Agent State Law Examination
  1999-11-20

Designations

• Certified Financial Planner