Buildings

Alejandra Guzman

Paralegal – Compliance Associate
Education and Credentials
University of California, Los Angeles, University of California, Irvine
B.A. in Sociology, M.A.S. in Criminology, Law and Society

Alejandra Guzman is a Northern California native with more than three years of paralegal experience supporting attorneys across boutique and mid-sized law firms. Her work is grounded in a strong academic foundation, holding a Bachelor of Arts from the University of California, Los Angeles, and a Master of Advanced Study from the University of California, Irvine.

Alejandra’s experience spans multiple practice areas, including real estate law, personal injury, catastrophic injury, product liability, and automotive defect. She has extensive experience in attorney support, including drafting and filing legal documents, managing case materials, and ensuring efficient case progression.

Beyond her professional responsibilities, Alejandra conducted independent research at the University of California, Irvine, culminating in her thesis, “The Effects of Machismo on Alcoholism and Domestic Violence Among Latino Men.” Her work earned the Research Excellence Award.

In her free time, Alejandra enjoys maintaining an active lifestyle through strength training and participating in an indoor volleyball league. She also loves spending time with her 6-year-old Siberian Husky, Simba.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Alejandra
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Lioness Ebbay, Esq.
Director of Estate Consulting
Kiras Persky
Deputy General Counsel
Mike Shotton
Sr. Vice President, Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Ryan Santiago
Operations Manager
Katherine Neto, AWMA®
Client Service Associate
Derek Ruan
Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Brandon McAuslen
Portfolio Manager
Morten Roness, MBA
Vice President, Wealth Advisor
Samantha Orellana
Client Service Associate
Lesny Espinoza, EA
Tax Associate
Stephanie Valderrama
Administrative Assistant
Andrew Moss
Wealth Advisor
Joshua Fein
Controller
Andy Rosas
AI Strategy & Operations Manager
Nicolo Gori
Client Service Associate
Andrea Chandos
Senior Tax Administrator
Tony Walsh
Chief Operating Officer
Jennifer Prendergast
Tax Operations Lead
Kim Zajic
Chief Administrative Officer
Joe Mezzetta, CPA
Tax Preparation Manager
Teddy Weber, CPA
Tax Associate
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Peter Amling, CFP®
Vice President, Wealth Advisor
James Cordle
Senior Trader
Anthony Kim
Portfolio Manager
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Luke Everhart
Business Development Associate
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Michelle Nanoff
Sr. Client Service Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Raesa Martin
Client Service Associate
Wyatt Gibson
Junior Tax Associate
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Josh Lev
Vice President, Investment Research
Bardia Maghami
Vice President, Fund Operations
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Annie Heller
Associate Wealth Advisor & Investment Analyst
Dylan Drake
Marketing Associate
Cecilia Umbel
Client Service Manager
Alexandra Miller
Full Charge Bookkeeper
Jackie Stafford
Sr. Client Service Associate
Rachel Otto
Staff Accountant
Brendan Finneran
Senior Portfolio Manager
Steve Racius
Associate Wealth Advisor
Nina Weiss
Sr. Client Service Associate
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Daniel Atchinson
Junior Tax Associate
Flavia Nunes
Sr. Vice President, Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Michael Rashtian
Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Curtis Cooper
Associate Wealth Advisor
Charlotte Perkinson
HR & Talent Manager
Airene Williamson
Chief Legal & Compliance Officer
Michael Nader, EA
Tax Associate
Dalia Dardoon
Associate Wealth Advisor
Kingsley Choi
Wealth Advisor
Jordan Thatcher
Senior Tax Consultant
Aimie Lalas
Tax Administrator
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Laila Bahman
Associate
Jess Boone
Director of Client Development, SteelPeak Sports
Jordan Peterson, CPFA®
Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Leonard Green
Compliance Manager
Steven K. Ridgeway, CPA
Tax Services Lead
Joseph Brandolino
Associate Wealth Advisor
JP Tran
Client Service Associate
Wayne T. Slappy
Wealth Advisor
Myles Bozinovski
Business Development Manager
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Jason Hart
Director of Operations
Joe Fusaro
Director of Operations
Tyler Resh
Chief Growth Officer
Lisa Tashtchian
Sr. Client Service Associate
Allison Garcia
Tax Administrator
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Roger Lopez
Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Lucas McDonnell
Client Service Associate