Altum Wealth Advisors
1074 East Ave., Ste. T1
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 provides: wealth management, retirement planning, and investment services for individuals, families, trusts, estates, and business owners.
"Over 20 years" of combined experience serving Glenn, Colusa, Butte, and Tehama Counties.
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®)
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
Proudly serving clients in Oroville, Chico, Willows, Orland, Colusa, and throughout the North State.
About Us ❯
Why Choose a CFP®? ❯
Our Fiduciary Oath ❯
Contact Us for a "Second Opinion" ❯
Securities through First Allied Securities, Inc. Member FINRA/ SIPC. Advisory services offered through First Allied Advisory Services, Inc.