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Joe Fusaro

Director of Operations
Education and Credentials
Arizona State University
B.S. in Marketing
Book a Complimentary Consultation

Joe is the Director of Operations at SteelPeak Wealth. With over 20 years of RIA/BD experience, he has held a wide range of responsibilities working in all facets of the business, including as an Advisor, compliance, operations, and human resources. Joe earned his B.S. in Marketing, Magna Cum Laude, from Arizona State University.

When not working, Joe spends his time with his wife visiting California wine regions, hiking the many historic hidden stairs in Los Angeles, and traveling to see friends and family.

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Schedule a Meeting with
Joe
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
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Other Team Members

Derek Ruan
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Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Jordan Peterson, CPFA®
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Jennifer Prendergast
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Shelby Brennan, CPA, CFP®
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Tyler Resh
Chief Growth Officer
Stacy Borek, CFP®
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Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Anthony Kim
Portfolio Manager
Kim Zajic
Chief Administrative Officer
Stephanie Valderrama
Administrative Assistant
Camille Reyes
Associate
Andy Rosas
AI Strategy & Operations Manager
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Noah Barrionuevo
Associate
Brandon McAuslen
Portfolio Manager
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Brendan Finneran
Senior Portfolio Manager
Jonathan Sheen
Junior Portfolio Manager
Lioness Ebbay, Esq.
Director of Estate Consulting
Mike Shotton
Sr. Vice President, Wealth Advisor
Annie Heller
Associate Wealth Advisor & Investment Analyst
Jordan Thatcher
Senior Tax Consultant
Teddy Weber, CPA
Tax Associate
Joseph Brandolino
Associate Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Jackie Stafford
Sr. Client Service Associate
Tony Walsh
Chief Operating Officer
Roger Lopez
Wealth Advisor
Daniel Atchinson
Junior Tax Associate
Jack Martin
Associate Wealth Advisor
Natalie Arias
Office Manager & Administrative Assistant
Lucas McDonnell
Client Service Associate
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Aimie Lalas
Tax Administrator
Enrique Vargas
Business Development
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Lisa Tashtchian
Sr. Client Service Associate
Jess Boone
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Kingsley Choi
Wealth Advisor
Luke Everhart
Business Development Associate
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Flavia Nunes
Sr. Vice President, Wealth Advisor
Jason Hart
Director of Operations
Laila Bahman
Associate
Curtis Cooper
Associate Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Wyatt Gibson
Junior Tax Associate
Joe Mezzetta, CPA
Tax Preparation Manager
Adam Greenwald
Sr. Client Service Associate
Charlotte Perkinson
HR & Talent Manager
Mary Berg, CPA/PFS
Technical Reviewer
Josh Lev
Vice President, Investment Research
Ali Zamani AIF®, CFS®, CAS®
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Michelle Nanoff
Sr. Client Service Associate
Robert Venezia
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Andrea Chandos
Sr. Tax Administrator
Rachel Otto
Staff Accountant
Bardia Maghami
Vice President, Fund Operations
Joshua Fein
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Harley Guzman
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Stephen Fringer
Systems & Reporting Manager
Patrick Oliver, MST, EA
Senior Tax Consultant
Cecilia Umbel
Client Service Manager
Steven K. Ridgeway, CPA
Tax Services Lead
Leonard Green
Compliance Manager
Andrew Moss
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Steven Dymant
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Morten Roness, MBA
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Ceasar Garvida, CFP®, CIMA®
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Lesny Espinoza, EA
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Samantha Orellana
Client Service Associate
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Dylan Drake
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Myles Bozinovski
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Michael Nader, EA
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Dalia Dardoon
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JP Tran
Client Service Associate
James Cordle
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Peter Amling, CFP®
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Ryan Santiago
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Michael Gansfuss
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Bradley Triana
Tax Consultant
Rich Winer
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Mark Koellner, CFP®, CRPC®
Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Rina Pineda, CPA, MST
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Michael Rashtian
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Kiras Persky
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Justin Iskander, CFP®, CPA, MBA
Wealth Advisor