Buildings

Annie Heller

Client Service Associate
Education and Credentials
University of California, Santa Barbara
B.A. in Economics
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Annie joined SteelPeak Wealth as a Client Service Associate after earning her B.A. in Economics from the University of California, Santa Barbara in 2025. A Thousand Oaks native, she brings prior internship experience in wealth management and has worked closely with high-net-worth and ultra-high-net-worth clients.

She has successfully completed the Series 66 and Securities Industry Essentials (SIE) exams and the Bloomberg Market Concepts certification, reflecting her strong interest in investments and market research. Annie brings a strong attention to detail and client-first attitude to every interaction and enjoys supporting advisors in delivering exceptional service.

Outside of the office, she also enjoys dancing, knitting, reading, and hanging out with her three cats.

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Schedule a Meeting with
Annie
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
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