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.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

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