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Joe Mezzetta, CPA

Tax Preparation Manager
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.

Other Team Members

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