Buildings

Cecilia Umbel

Client Service Manager
Education and Credentials

Cecilia began her professional career in the Financial Industry over 14 years ago. Prior to coming to Steel Peak, she has held various roles including back-office support, operations assistant, client services, and relationship manager. She earned her Bachelor’s in Business Administration with a emphasis on management in 2017.

In her spare time, you can find Cecilia cheering on her son’s football team, chasing a feral toddler, or enjoying a good book.

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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
Cecilia
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

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Derek Ruan
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Alexandra Miller
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Rina Pineda, CPA, MST
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Annie Heller
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Joe Mezzetta, CPA
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Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Samantha Orellana
Client Service Associate
Daniel Atchinson
Junior Tax Associate
Stephanie Valderrama
Administrative Assistant
Jennifer Prendergast
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Andrew H. Jacobson
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Michelle Nanoff
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Airene Williamson
Chief Legal & Compliance Officer
Allison Garcia
Tax Administrator
Stacy Borek, CFP®
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Charlotte Perkinson
HR & Talent Manager
Morten Roness, MBA
Vice President, Wealth Advisor
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Client Service Associate
Dylan Drake
Marketing Associate
Steven K. Ridgeway, CPA
Tax Services Lead
Benjamin Kanter
Client Service Associate
Joshua Fein
Controller
Michael Rashtian
Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Michael Nader, EA
Tax Associate
Kingsley Choi
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Lioness Ebbay, Esq.
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Steven Dymant
Director of Alternative Solutions
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Jackie Stafford
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Anthony Kim
Portfolio Manager
Ali Zamani AIF®, CFS®, CAS®
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Zack Farooquee, AAMS®, AIF®
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Aimie Lalas
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Joseph Brandolino
Associate Wealth Advisor
Ryan Santiago
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Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Lisa Tashtchian
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Lesny Espinoza
Tax Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Flavia Nunes
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Richard Stucki
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Joseph Auday, CFP®, CRPC®
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Jordan Thatcher
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Rich Winer
Vice President, Wealth Advisor
Justin Iskander, CFP®, CPA, MBA
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Kim Zajic
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