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Ceasar Garvida, CFP®, CIMA®

Wealth Advisor
Education and Credentials
University of California, Los Angeles
CFP®, CIMA®
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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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Ceasar
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
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Other Team Members

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Rina Pineda, CPA, MST
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Airene Williamson
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Michelle Nanoff
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Wyatt Gibson
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Andy Rosas
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Luke Everhart
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Robert Venezia
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Christine Mueller Coley, CFP®, CDFA®
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Mike Janis
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Katherine Neto, AWMA®
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Michael Nader, EA
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Jackie Stafford
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Ali Zamani AIF®, CFS®, CAS®
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Jennifer Prendergast
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Steven Dymant
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Maz Esmailbeigi AIF®, CFS®, CAS®
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Joe Mezzetta, CPA
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Joseph Brandolino
Associate Wealth Advisor
Samantha Orellana
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Bardia Maghami
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Ethan Ashbrook, CFP®
Associate Wealth Advisor
James Cordle
Senior Trader
Allison Garcia
Tax Administrator
Lesny Espinoza, EA
Tax Associate
Lucas McDonnell
Client Service Associate
Annie Heller
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Joseph Auday, CFP®, CRPC®
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Justin Iskander, CFP®, CPA, MBA
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Leonard Green
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Tyler Resh
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Luke Anderson, SE-AWMA®
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Ryan Saidi, AIF®
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Alexandra Miller
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Sam Sosa, J.D.
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Kiras Persky
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Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Joshua Fein
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Charlotte Perkinson
HR & Talent Manager
Kingsley Choi
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Andrew Moss
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Tony Walsh
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Anthony Kim
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Joe Fusaro
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Raesa Martin
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Cecilia Umbel
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Nina Weiss
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Andrea Chandos
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Jordan Thatcher
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Alejandra Guzman
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Wayne T. Slappy
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Daniel Atchinson
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Zack Farooquee, AAMS®, AIF®
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JP Tran
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Brendan Finneran
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