Steven H. Cliadakis, MBA, CFP®, AIF®
Managing Director, CERTIFIED FINANCIAL PLANNER™
Steve Cliadakis has been building and managing companies for over twenty years and raising capital and managing company finances for over fifteen years.
Drawing on his experience with start-ups and established companies, Steve works closely with individuals and businesses providing comprehensive and objective wealth management, asset management, and financial planning services.
He started his career designing computer chips and later moved into senior positions managing operations, finances, and raising capital. Steve co-founded several technology companies in Silicon Valley and the San Francisco Bay Area which allows him a deeper, more intimate understanding of the mindsets, goals, and issues of business owners and entrepreneurs.
Steve earned his MBA in Finance and Investments from Adelphi University, renamed the Robert B. Willumstad School of Business, and his Bachelor of Engineering degree in Electrical Engineering from the State University of New York (SUNY) at Stony Brook.
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
- Accredited Investment Fiduciary® (AIF®) professional
- California Life and Health Insurance license (CA Insurance Lic. # 0I01701)
- CFA Society of San Francisco member
Steve is active in the San Francisco and Chico, CA communities and volunteers for various organizations and events including the American Cancer Society; San Francisco Financial Planning Day, organized by the Certified Financial Planner Board of Standards, Inc.®, Financial Planning Association®, the Foundation for Financial Planning, and the U.S. Conference of Mayors; and the Osher Lifelong Learning Institute (OLLI) at California State University (CSU), Chico. He enjoys fishing, hiking, playing pickleball, and traveling with his wife, Miste.
