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

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