Buildings

Joe Mezzetta, CPA

Senior Tax Associate
Education and Credentials
University of California, Santa Barbara
Bachelor of Science (BS) in Business Economics, emphasis in Accounting, minor in Sports Management
CPA

Joe Mezzetta is a Certified Public Accountant with over 15 years of experience in public accounting. A 2010 graduate of UC Santa Barbara, he earned his degree in Business Economics with an emphasis in Accounting and a minor in Sports Management. Joe started his career at a local CPA firm, where he developed a strong foundation in bookkeeping, property management, and tax preparation before obtaining his CPA license in 2015.

Today, he focuses on helping clients navigate complex individual, business, and trust tax matters, providing detailed tax planning and QuickBooks support throughout the year. When he’s not in the office, Joe enjoys staying active, playing basketball, walking his dogs, watching his kids play sports, and enjoying a good board game with family and friends.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

Other Team Members

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