Altum Wealth Advisors

Steven Cliadakis is a CFP® with 13 years of industry experience and is a partner at Altum Wealth Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments and First Allied Advisory Services. He serves as a volunteer instructor and curriculum committee member at the Osher Lifelong Learning Institute at CSU, Chico. Altum Wealth Advisors provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a tailored fiduciary approach combining fundamental analysis, modern portfolio theory, and multiple asset-allocation techniques, with regular use of options and derivatives in portfolio management.

Miste Cliadakis is a financial advisor with Altum Wealth Advisors in Chico, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Altum Wealth Advisors in 2019, Cliadakis worked at Purshe Kaplan Sterling Investments and First Allied Advisory Services. Outside of financial advising, Cliadakis volunteers as an instructor with the Osher Lifelong Learning Institute at CSU Chico and founded the North Valley Women’s Network. Altum Wealth Advisors provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and businesses, utilizing a tailored fiduciary approach that incorporates fundamental analysis, modern portfolio theory, and multiple asset allocation techniques. The firm manages portfolios including stocks, bonds, ETFs, options, and other securities, and offers financial planning and retirement plan consulting.