Miste Cliadakis was a partner and founder of Bay Cliadakis & Associates, now Altum Wealth Advisors. She has more than 25 years of experience in the financial services industry, serving as a Financial Advisor for over 19 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 from 2000 to 2010. Miste left the bank in 2012 and opened an independent financial practice.
Miste Cliadakis identifies with the core values of focused client service that Altum Wealth delivers through the growing professional staff. She specializes in asset management and retirement planning for individuals and families, with a focus on working with independent women (entrepreneurs, widows, divorcees).
- Accredited Investment Fiduciary® (AIF®) professional
- Certified Wealth Strategist® (CWS®) professional
- Financial Industry Regulatory Authority (FINRA) Series 7, 66, 24, and 51 licenses
- California Life Insurance license (CA Insurance Lic. # 0C70689)
Active in the local Chico community, Miste volunteers throughout the year for various charities and sponsors community events including Butte County Farm Bureau, Boys & Girls Club, The Salvation Army, Chico Run for Food, and the Osher Lifelong Learning Institute (OLLI) at California State University (CSU), Chico. She was a board member and the treasurer of the Chico Women’s Club, and she served the local community by providing monthly TV segments on KHSL-TV promoting saving tips, strategies, and resources from 2010 to 2012. Along with her husband, Steve, Miste enjoys cooking, painting, and traveling.