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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

Leonard Green
Compliance Manager
Brendan Finneran
Senior Portfolio Manager
Daniel Atchinson
Junior Tax Associate
Jess Boone
Director of Client Development, SteelPeak Sports
Kingsley Choi
Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Ryan Santiago
Operations Manager
Wyatt Gibson
Junior Tax Associate
Myles Bozinovski
Sr. Market Director
Michael Gansfuss
Market Director, Alpha Summit
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Jack Martin
Associate Wealth Advisor
Lisa Tashtchian
Sr. Client Service Associate
Jackie Stafford
Sr. Client Service Associate
Kim Zajic
Chief Administrative Officer
Michael Nader, EA
Tax Associate
Tyler Resh
Chief Growth Officer
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Bradley Triana
Tax Consultant
Robert Venezia
Sr. Vice President, Wealth Advisor
Brandon McAuslen
Portfolio Manager
Peter Amling, CFP®
Vice President, Wealth Advisor
Lesny Espinoza, EA
Tax Associate
Michelle Nanoff
Sr. Client Service Associate
Luke Everhart
Business Development Associate
Anthony Kim
Portfolio Manager
Jordan Peterson, CPFA®
Wealth Advisor
Andrea Chandos
Sr. Tax Administrator
Lioness Ebbay, Esq.
Director of Estate Consulting
Enrique Vargas
Market Director
Roger Lopez
Wealth Advisor
Aimie Lalas
Tax Administrator
Morten Roness, MBA
Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Rachel Otto
Staff Accountant
Bardia Maghami
Vice President, Fund Operations
Steven K. Ridgeway, CPA
Tax Services Lead
Charlotte Perkinson
HR & Talent Manager
Patrick Oliver, MST, EA
Senior Tax Consultant
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Teddy Weber, CPA
Tax Associate
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Ashley Payrits
Alternative Investments Analyst
Cecilia Umbel
Client Service Manager
Joseph Brandolino
Associate Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Joshua Fein
Controller
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Joe Mezzetta, CPA
Tax Preparation Manager
James Cordle
Senior Trader
Mike Shotton
Sr. Vice President, Wealth Advisor
Derek Ruan
Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Katherine Neto, AWMA®
Client Service Associate
Natalie Arias
Office Manager & Administrative Assistant
Mike Janis
Sr. Vice President, Wealth Advisor
Kiras Persky
Deputy General Counsel
Flavia Nunes
Sr. Vice President, Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Annie Heller
Associate Wealth Advisor
Josh Lev
Vice President, Investment Research
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Noah Barrionuevo
Associate
Airene Williamson
Chief Legal & Compliance Officer
Andy Rosas
AI Strategy & Operations Manager
Stephen Fringer
Systems & Reporting Manager
Dylan Drake
Marketing Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Mary Berg, CPA/PFS
Technical Reviewer
Rich Winer
Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Harley Guzman
Office Manager & Junior Paralegal
Curtis Cooper
Associate Wealth Advisor
Jonathan Sheen
Junior Portfolio Manager
Michael Rashtian
Vice President, Wealth Advisor
Laila Bahman
Associate
Dalia Dardoon
Associate Wealth Advisor
Andrew Moss
Wealth Advisor
Joe Fusaro
Director of Operations
Jennifer Prendergast
Tax Operations Lead
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Jason Hart
Director of Operations
Wayne T. Slappy
Wealth Advisor