Talk to sales Try for Free
Steven Cliadakis

Steven Cliadakis

Managing Director

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

Connect with Steven Cliadakis to Send Message

Connect

Connect with Steven Cliadakis to Send Message

Connect

  • 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