Altum Wealth Advisors
Steve & Miste Cliadakis
1074 East Ave., Suite T-1
Chico, CA 95926
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- Financial Planning
- Wealth Management
- Retirement Planning
- College Savings Plans (529 Plans)
- Retirement Accounts (IRA, Roth IRA)
- Employer Retirement Plans (401k, SEP)
Hours of OperationMonday-Thursday: 8AM - 5PM
Friday: 8AM - 2PM
Altum Wealth Advisors is an independent investment advisory firm providing comprehensive financial planning, wealth management, and investment services for individuals, families, and business owners.
Our firm also provides retirement plan, pension plan, and other qualified plan services for employers and their participants.
We are "fiduciaries" committed to the highest level of service & standards.
Steve Cliadakis, MBA, CFP®, AIF®
Miste Cliadakis, CWS®, AIF®
- MBA in Finance and Investments
- Certified Financial Planner™ (CFP®)
- Certified Wealth Strategist® (CWS®)
- Accredited Investment Fiduciary® (AIF®)
"Over 20 years" of combined experience serving Glenn, Colusa, Butte, and Tehama Counties.
Proudly serving clients in Willows, Orland, Colusa, Chico, Oroville, and throughout the North State.
About Us ❯
Why Choose a CFP®? ❯
Our Fiduciary Oath ❯
Contact Us for a "Second Opinion" on Your Investments ❯