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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

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