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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

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