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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

Matthew Keller
Vice President, Wealth Advisor
Joseph Brandolino
Client Service Associate
Kingsley Choi
Wealth Advisor/Associate Wealth Advisor
Airene Williamson
Chief Legal Officer
Kim Zajic
Chief Administration Officer
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Summer Larzelere
Senior Tax Consultant
Lisa Tashtchian
Business Development Coordinator
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Justin Iskander, CPA
Investment Analyst
Flavia Nunes
Wealth Advisor
Victoria Harding
Corporate Development Analyst
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Eric Chamberlain
Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Billy Yeh
Director of Insurance Solutions
Tyler Resh
Chief Growth Officer
Robert Venezia
Sr. Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Lioness Ebbay, Esq.
Director of Estate Consulting
Leonard Green
Compliance Manager
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Daisy Stinson
Client Service Associate
Nicolo Gori
Client Service Associate
Michelle Nanoff
Senior Client Service Associate
Nina Weiss
Client Service Associate
Omeri Davidi
Operations Associate
Stephanie Valderrama
Administrative Assistant
Lexi Shaheri
Client Service Associate
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
James Cotton
Operations Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Tony Walsh
Chief Operating Officer
Cecilia Escobar
Senior Client Service Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Chris Shelburne
Director of Corporate Development
Katherine Neto, AWMA®
Client Service Associate
Amalia Uribe
Human Resources Manager
Pete Alliegro, CFA
Director of Business Development
Alexis Prigo
Executive Assistant
Joshua Fein
Controller
Bardia Maghami
Fund Operations Associate
Michael Rashtian
Vice President, Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Colin Kapp
Director of Marketing
Brendan Finneran
Senior Portfolio Manager
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Steven Dymant
Director of Alternative Solutions
Spencer Mittin
Client Service Associate
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Roger Lopez
Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Sam Sosa
Wealth Advisor
James Cordle
Senior Trader
Vladislav Donets
Senior Associate - Alternatives
Nick Sailer
Investment Analyst
Rich Winer
Vice President, Wealth Advisor