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Altum Wealth Team

Steve Cliadakis MBA CFP® AIF®, CERTIFIED FINANCIAL PLANNER, Chico CA, San FranciscoSteven H. Cliadakis, MBA, CFP®, AIF®
Managing Director, Wealth Strategist

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 is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an Accredited Investment …
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Miste Cliadakis AIF 2016Miste Cliadakis, CWS®, AIF®
Managing Director, Wealth Strategist

Miste Cliadakis was a partner and founder of Bay Cliadakis & Associates, now Altum Wealth Advisors. She has more than 26 years of experience in the financial services industry, serving as a Financial Advisor for nearly 17 years. She joined Tri Counties Bank in 1997 and was soon promoted to Vice President. In addition to serving as a Financial Advisor, Miste served as the Registered Principal in charge of regulatory compliance and oversight for the bank’s investment program …
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Melanie Fingleton

Melanie Fingleton
Registered Associate & Director of Training

Melanie works closely with our clients and their employees to assist them with on-boarding, administrative affairs, and training. She is responsible for the implementation of investment recommendations, execution of transactions, and overall client account maintenance. Melanie responds quickly and efficiently to client requests to ensure they receive quality personal service. Melanie received her Bachelor of Arts from California State University (CSU), Chico …
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Jeff Ricker, CFAJeffrey P. Ricker, CFA
Investment Strategist

Jeff Ricker has over 32 years of experience in quantitative investment management and research. His experience spans the complete investment process from research to portfolio management and trading for large institutional investors. Jeff’s investment research has focused on valuation models for forecasting worldwide stock market returns. Jeff graduated from Vanderbilt University with a degree in Economics and followed that up with an MBA specializing in Finance and Accounting …
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Cetera Retirement Plan Specialists Management Team

Cetera Retirement Plan Specialists team assists Altum Wealth Advisors in providing innovative retirement solutions. In addition to standalone retirement plans, the Retirement Plan Specialists team specializes in crafting customized retirement solutions alongside Altum Wealth Advisors that can be integrated into a comprehensive wealth management offering for each individual client.

Guy Hocker

Guy Hocker leads Cetera Retirement Plan Specialists as its President. Prior to joining Cetera Retirement Plan Specialists, Mr. Hocker held the role of president and COO of Benefit Planning, Inc., the Los Angeles office of National Investment Managers, Inc., a publicly held company. He previously performed as an ERISA lawyer for more than a decade, including substantial Internal Revenue Service/Department of Labor …
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Alex Petrenko
Senior Vice President, Retirement Plan Consulting

Alex Petrenko serves as Senior Vice President of Retirement Plan Consulting for Cetera Retirement Plan Specialists. He assists companies in their efforts to design and implement custom retirement plans, driven by business objectives, benefit and regulatory trends, and market developments. In addition to performing retirement plan consulting, Mr. Petrenko researches complex retirement plan issues, …
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G. Neff McGhie III
Chief Actuary

G. Neff McGhie III is the Chief Actuary for Cetera Retirement Plan Specialists. He is a Member of the Society of Pension Actuaries (MSPA) and the ASPPA College of Pension Actuaries (ACOPA). He currently serves on the Board of Directors of ACOPA. He is a frequent speaker at Pension Professional Conferences. In addition, he is the editor of the Defined Benefit Pension Answer Book published by Aspen …
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Tower Square Investment Management

Tower Square Investment Management LLC is an SEC registered investment adviser owned by Cetera Financial Group®. Tower Square Investment Management provides market perspectives, portfolio guidance, investment research, and other investment advice to its affiliated broker-dealers, dually registered broker-dealers and registered investment advisers. When clicking on the following link you will be redirected to the Tower Square Investment Management LLC website:
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