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Annie Heller

Associate Wealth Advisor & Investment Analyst
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 and currently serves as an Associate Wealth Advisor and Investment Analyst. She directly supports the three founding partners of the firm while also advising her own book of clients. A Thousand Oaks native, she brings prior experience in wealth management and works closely with high-net worth and ultra-high-net-worth clients on portfolio analysis, investment research, and ongoing client support. In addition to wealth advisory, Annie is also a key member of the SteelPeak Estate Consulting team.

Annie has passed the Series 65, Series 66, and Securities Industry Essentials (SIE) exams and holds the Bloomberg Market Concepts certification. She is particularly interested in investments and market research and is known for her attention to detail, analytical mindset, responsiveness, and client-first approach.

Outside of work, Annie enjoys dancing, knitting, reading, going to Pilates classes, and spending time with her three cats.

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Annie
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Other Team Members

Jordan Thatcher
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Aimie Lalas
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Sam Sosa, J.D.
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Myles Bozinovski
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Kiras Persky
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Associate Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Rachel Otto
Staff Accountant
Brendan Finneran
Senior Portfolio Manager
JP Tran
Client Service Associate
Lucas McDonnell
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Ryan Santiago
Operations Manager
Steven K. Ridgeway, CPA
Tax Services Lead
Lioness Ebbay, Esq.
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Mark Koellner, CFP®, CRPC®
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