Steven Cliadakis Email & Phone Number
Managing Director, CERTIFIED FINANCIAL PLANNER™ @ Altum Wealth Advisors
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Steven Cliadakis Location
- Chico, CA, US
Steven Cliadakis Work
- 2013 -now Managing Director, CERTIFIED FINANCIAL PLANNER™ @
- 2012 -2019 Financial Advisor, CERTIFIED FINANCIAL PLANNER™ @
- 2012 -2015 Financial Advisor @ Bay Cliadakis & Associates
- 2011 -2012 General Manager @
- 2008 -2011 Managing Director @
Steven Cliadakis Education
- Adelphi University
MBA, Finance & Investments
1981-1985 - Stony Brook University
B.E., Electrical Engineering
1978-1981 - Haas School of Business, U.C. Berkeley
Steven Cliadakis Skills
- Finance
- Strategic Financial Planning
- Risk Management
- Asset Management
- Contract Negotiation
- Business Planning
- Wealth Management
- 401k Rollovers
- Financial Risk Management
- Retirement Planning
- Small Business
- Certified Wealth Strategist
- Financial Planning
- Executive Compensation Planning
- Social Security Planning
- Estate and Trust Planning
- Asset Allocation
- Charitable Giving
- Portfolio Management
- Fixed Income Strategies
- Retirement Income Strategies
- Qualified Retirement Plans
- Succession Planning
- Education Funding
- Corporate Finance
- Financial Risk
- Microsoft Excel
- Executive Compensation
- Strategic Financial
- Retirement Income
- Certified Wealth
- Management
- Qualified Retirement
- Wealth Management Services
- Estate and Trust
- Sales
Steven Cliadakis Summary
- Steven Cliadakis, based in Chico, CA, US, is currently a Managing Director, CERTIFIED FINANCIAL PLANNER™ at Altum Wealth Advisors. Steven Cliadakis brings experience from previous roles at First Allied Securities, Bay Cliadakis & Associates, Spin Transfer Technologies and Silicon Impact. Steven Cliadakis holds a 1981 - 1985 MBA, Finance & Investments @ Adelphi University. With a robust skill set that includes Finance, Strategic Financial Planning, Risk Management, Asset Management, Contract Negotiation and more. Steven Cliadakis has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Altum Wealth Advisors Employees
Melanie Fingleton
Registered Associate
Chico, CA, US
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