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

Lexi Shaheri
Client Service Associate
Michael Rashtian
Vice President, Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Joshua Fein
Controller
Michelle Nanoff
Senior Client Service Associate
Alexis Prigo
Executive Assistant
Josh Lev
Alternative Investment Associate
Justin Iskander, CPA
Wealth Advisor
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Airene Williamson
Chief Legal Officer
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Spencer Mittin
Client Service Associate
Brendan Finneran
Senior Portfolio Manager
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Flavia Nunes
Wealth Advisor
Lisa Tashtchian
Business Development Coordinator
Mike Janis
Sr. Vice President, Wealth Advisor
Steven Dymant
Director of Alternative Solutions
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Roger Lopez
Wealth Advisor
Daisy Stinson
Client Service Associate
Summer Larzelere
Senior Tax Consultant
Jordan Thatcher
Senior Tax Consultant
Teddy Weber, CPA
Tax Associate
Samantha Orellana
Client Service Associate
Nicolo Gori
Client Service Associate
James Cordle
Senior Trader
Kim Zajic
Chief Administration Officer
Pete Alliegro, CFA
Director of Business Development
Mike Shotton
Sr. Vice President, Wealth Advisor
Derek Ruan
Associate Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Eric Hua
Portfolio Manager
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Maddie Zakarian
Administrative Specialist
Morten Roness, MBA
Vice President, Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Cecilia Escobar
Senior Client Service Associate
Kingsley Choi
Wealth Advisor
Nina Weiss
Client Service Associate
Leonard Green
Compliance Manager
Wayne T. Slappy
Wealth Advisor
Tyler Resh
Chief Growth Officer
Sam Sosa, J.D.
Wealth Advisor
Cole Murphy
Business Development Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Nick Sailer
Investment Analyst
Bardia Maghami
Fund Operations Associate
Joseph Brandolino
Client Service Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
James Cotton
Operations Associate
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor