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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

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