Altum Wealth Advisors provides wealth management, retirement planning & investment services for individuals, families, trusts, estates, and business owners.
''Over 20 years'' of combined experience serving clients in Oroville, Chico, and throughout the North State.
We are ''fiduciaries'' committed to the highest level of service & standards.
Steve Cliadakis, MBA, CFP®, AIF®
Miste Cliadakis, CWS®, AIF®
- MBA in Finance & Investments
- Certified Financial Planner™ (CFP®)
- Certified Wealth Strategist® (CWS®)
- Accredited Investment Fiduciary® (AIF®)
We also provide 401(k) retirement plan and other qualified plan services for employers and their participants.
- Screen and select plan investments
- Evaluate and select service providers, fees, and investment choices
- Provide employee education
Securities through First Allied Securities, Inc. Member FINRA/ SIPC. Advisory services offered through First Allied Advisory Services, Inc.