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

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