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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.

Other Team Members

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