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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.

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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
Joe
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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Michael Nader, EA
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Andrea Chandos
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Lesny Espinoza
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Lisa Tashtchian
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Raesa Martin
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Mark Koellner, CFP®, CRPC®
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Anthony Kim
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Teddy Weber, CPA
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Wyatt Gibson
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Airene Williamson
Chief Legal & Compliance Officer
Alexandra Miller
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Andy Rosas
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Derek Ruan
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Jordan Thatcher
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Tony Walsh
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Leonard Green
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Benjamin Kanter
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Brendan Finneran
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Lexi Shaheri
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Brandon McAuslen
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Aimie Lalas
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Steven Dymant
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Jennifer Prendergast
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JP Tran
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Joshua Fein
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Daniel Atchinson
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Annie Heller
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Joe Fusaro
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Samantha Orellana
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Zack Farooquee, AAMS®, AIF®
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