Buildings

Ceasar Garvida, CFP®, CIMA®

Wealth Advisor
Education and Credentials
University of California, Los Angeles
CFP®, CIMA®

For over twenty years, Ceasar has worked with clients and their families to achieve, preserve, and protect their financial goals and objectives through comprehensive financial planning.

As a Certified Financial Planner CFP®, and Certified Investment Management Analyst CIMA®, Ceasar combines the technical knowledge of planning and investments to educate and direct SteelPeak’s clients to financial excellence.

He is actively involved with the community through the UCLA’s Alumni Association, Financial Planning Association, and Investments & Wealth Institute. In 2008, he married the love of his life, Juliet. Living in Burbank, they enjoy traveling, tennis and golf. However, their true passion resides in spending time with their young daughter, Camryn.

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

Other Team Members

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