Steve Cliadakis

Steve Cliadakis is the managing director and financial planner at Altum Wealth Advisors. Steve has over 10 years of experience in the financial industry and is a certified financial planner. Prior to joining Altum, Steve was the financial advisor and certified financial planner at First Allied Securities. Steve has also held management positions at Spin Transfer Technologies and Silicon Impact.

Steve Cliadakis has a BA from Stony Brook University and an MBA in finance and investments from Adelphi University. Steve also has a certification from the fi360 in Accredited Investment Fiduciary and a certification from the CFP Board in Certified Financial Planner.

Some individuals on their team include Jeffrey P. Ricker - Investment Strategist, Melanie Fingleton - Registered Associate, Financial Paraplanner.