Steven Cliadakis

Steven Cliadakis

Managing Director

Followers of Steven Cliadakis1000 followers
location of Steven CliadakisChico, California, United States

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  • Timeline

  • About me

    Managing Director, CFP®, AIF® | Altum Wealth Advisors | Serving families, executives, engineers, and entrepreneurs.

  • Education

    • University of California, Berkeley, Haas School of Business

      -
      Advanced Coursework
    • Adelphi University

      1981 - 1985
      MBA, Finance & Investments
    • Stony Brook University

      1978 - 1981
      B.E., Electrical Engineering
  • Experience

    • Silicon Impact

      May 2008 - Mar 2011
      Managing Director
    • Spin Memory

      Mar 2011 - Oct 2012
      General Manager
    • Bay Cliadakis & Associates

      Nov 2012 - Jun 2015
      Financial Advisor
    • First Allied Securities, Inc.

      Nov 2012 - May 2019
      Financial Advisor, CERTIFIED FINANCIAL PLANNER™
    • Altum Wealth Advisors

      Jan 2013 - now
      Managing Director, CERTIFIED FINANCIAL PLANNER™
  • Licenses & Certifications

  • Volunteer Experience

    • Volunteer CERTIFIED FINANCIAL PLANNER™: Financial Planning for Camp Fire Survivors

      Issued by Financial Planning Association (FPA) on Jul 2019
      Financial Planning Association (FPA)Associated with Steven Cliadakis
    • Volunteer CERTIFIED FINANCIAL PLANNER™: Annual Chico Financial Planning Day

      Issued by California State University, Chico on Oct 2018
      California State University, ChicoAssociated with Steven Cliadakis
    • Volunteer CERTIFIED FINANCIAL PLANNER™: Your Money and Your Post-Wildfire Future Clinic for CA wildfire survivors

      Issued by United Policyholders (UP), a non-profit organization on Feb 2022
      United Policyholders (UP), a non-profit organizationAssociated with Steven Cliadakis
    • Volunteer CERTIFIED FINANCIAL PLANNER™: San Francisco Financial Planning Day

      Issued by CFP Board on Oct 2016
      CFP BoardAssociated with Steven Cliadakis