Mission Wealth’s client advisor, Steve Caltagirone, has named partner at the firm, it was announced this week. Caltagirone is the eighth partner; he joins Matthew Adams, Tricia Fahnoe, Geoff Gaggs, Andy Penso, Brad Stark, Seth Streeter and Dannell Stuart.
Caltagirone has spent more than 20 years in the profession, including overr four of those years at Mission Wealth’s San Francisco office as a client advisor.
“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,” said Streeter, CEO of Mission Wealth.
Headquartered in Santa Barbara, Calif., Mission Wealth manages $1.6 billion in assets and serves over 850 clients.