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Benjamin Kanter

Client Service Associate
Education and Credentials
Chapman University
B.S. in Business Administration, minor in Political Science

Benjamin is a Client Service Associate at SteelPeak Wealth, based in the Woodland Hills office. In his role, he supports client relationships and works closely with Wealth Advisors to help ensure seamless daily operations and an excellent client experience. 

Originally from Salt Lake City, Benjamin earned his degree in Business Administration with a minor in Political Science from Chapman University. Drawn to the intersection of strategic financial planning and personal connection, he sees wealth management as an opportunity to make a meaningful impact on people’s lives. He is committed to deepening his expertise and growing within the financial industry through his work at SteelPeak.

Outside of work, Benjamin enjoys spending time outdoors hiking, biking, skiing, and running. 

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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
Benjamin
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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Alexandra Miller
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Stacy Borek, CFP®
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Lisa Tashtchian
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Michael Nader, EA
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Wyatt Gibson
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Ryan Santiago
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Robert Venezia
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Joe Mezzetta, CPA
Tax Preparation Manager
Annie Heller
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Kiras Persky
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Stephanie Valderrama
Administrative Assistant
Justin Iskander, CFP®, CPA, MBA
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Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Flavia Nunes
Sr. Vice President, Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Lucas McDonnell
Client Service Associate
Jackie Stafford
Client Service Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Tony Walsh
Chief Operating Officer
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Cecilia Umbel
Client Service Manager
Josh Lev
Vice President, Investment Research
Rachel Otto
Staff Accountant
Airene Williamson
Chief Legal & Compliance Officer
Michelle Nanoff
Sr. Client Service Associate
Mike Shotton
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Dylan Drake
Marketing Associate
Bardia Maghami
Vice President, Fund Operations
Luke Everhart
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Alejandra Guzman
Paralegal – Compliance Associate
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Steve Racius
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Roger Lopez
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Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Steven Dymant
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Brandon McAuslen
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JP Tran
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Morten Roness, MBA
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James Cordle
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Wayne T. Slappy
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Sam Sosa, J.D.
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Nina Weiss
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Daniel Atchinson
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Rich Winer
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Jordan Thatcher
Senior Tax Consultant
Derek Ruan
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Lesny Espinoza
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Charlotte Perkinson
HR & Talent Manager
Nicolo Gori
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Aimie Lalas
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Christine Mueller Coley, CFP®, CDFA®
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Drew Clanton
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Shelby Brennan, CPA, CFP®
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Rina Pineda, CPA, MST
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