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Joseph Brandolino

Associate Wealth Advisor
Education and Credentials

Joseph grew up in Southern California before attending Aurora University in the suburbs of Chicago, IL where he played Division III lacrosse and obtained his B.S. in both Biology and Health Sciences.

After graduating, Joseph shifted his focus away from health sciences. He then spent two years in Las Vegas, NV where he began his professional career as an executive assistant to a private family office, before transitioning into an analyst role within their asset management division. He has since relocated back to Southern California and joined SteelPeak Wealth as a Client Services Associate.

Outside of work, Joseph enjoys spending his time golfing, surfing, and camping in the mountains with his 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
Joseph
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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Morten Roness, MBA
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Harley Guzman
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Wayne T. Slappy
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Joe Fusaro
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Lesny Espinoza, EA
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Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Steven K. Ridgeway, CPA
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Teddy Weber, CPA
Tax Associate
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Annie Heller
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Justin Iskander, CFP®, CPA, MBA
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Ethan Ashbrook, CFP®
Associate Wealth Advisor
Shelby Brennan, CPA, CFP®
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Laila Bahman
Associate
Stephanie Valderrama
Administrative Assistant
Lisa Tashtchian
Sr. Client Service Associate
Adam Greenwald
Sr. Client Service Associate
Derek Ruan
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Mike Janis
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Jennifer Prendergast
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Joshua Fein
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Founding Partner, CFO
Cecilia Umbel
Client Service Manager
Michelle Nanoff
Sr. Client Service Associate
Kiras Persky
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Jason Hart
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Michael Nader, EA
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Alexandra Miller
Full Charge Bookkeeper
Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Jackie Stafford
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