Buildings

Flavia Nunes

Wealth Advisor
Education and Credentials
University of Missouri-Kansas City

Flavia Nunes is a seasoned wealth advisor with a strong academic foundation and extensive industry experience. She holds a bachelor’s degree in business administration and a Master’s in International Business from the Bloch School of Business at Missouri. Flavia began her career at Bank of America as a branch manager, where she honed her leadership and client relationship skills. She later joined Merrill Lynch, serving as Financial Solutions Advisor, and advancing to Senior Financial Advisor, where she delivered tailored financial strategies to help clients achieve their goals.

As a native of Brazil fluent in Portuguese and Spanish, Flavia brings a global perspective and personalized approach to wealth management and SteelPeak Wealth. She specializes in empowering individuals, families, and business to achieve their financial goals through customized strategies tailored to their unique needs and aspirations.

Passionate about community involvement, Flavia enjoys assisting local businesses and fostering economic growth. Her expertise in retirement planning, portfolio management, wealth transfer, and tax-efficient strategies ensure every solution aligns with client goals and values. With 17 years of experience in the financial industry, Flavia brings a deep understanding of market trends, investment management, and risk mitigation. Whether working with multicultural clients or supporting entrepreneurs, Flavia’s goal is to provide clarity and confidence in financial decision making. When Flavia is not working, she enjoys volunteering, traveling, practicing Pilates, and attending baseball and football games with her family.

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

Other Team Members

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