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Joshua Fein

Controller
Education and Credentials

As the firm’s controller, Joshua Fein is responsible for the day-to-day accounting and development of accounting operations at SteelPeak. He has worked in the corporate accounting space his entire career. Having worked in a variety of industries including property management, market research, securities, food manufacturing, and financial consulting. Taking along a wealth of knowledge and experience with him.

Joshua is a life-long Los Angeles native and graduated in 2006 from California State University Northridge (CSUN) with a degree in finance. He also has a certificate of achievement in accounting from Santa Monica College and is an actively licensed CPA. He actively participates in the resume review program through the CSUN alumni association for graduating students. Beyond that, he always looks for something new to enjoy and learn from as one truly never stops learning.

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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
Joshua
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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Dalia Dardoon
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Sam Sosa, J.D.
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Noah Barrionuevo
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Kiras Persky
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Lesny Espinoza, EA
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Luke Everhart
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Andrea Chandos
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JP Tran
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Lucas McDonnell
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Tony Walsh
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Jess Boone
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Wayne T. Slappy
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Dylan Drake
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Jackie Stafford
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Jason Hart
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Andrew H. Jacobson
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Justin Iskander, CFP®, CPA, MBA
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Samantha Orellana
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Harley Guzman
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Michael Nader, EA
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Katherine Neto, AWMA®
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Ceasar Garvida, CFP®, CIMA®
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Ryan Saidi, AIF®
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Maz Esmailbeigi AIF®, CFS®, CAS®
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Natalie Arias
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Lisa Tashtchian
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Laila Bahman
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Ethan Ashbrook, CFP®
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Camille Reyes
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Michelle Nanoff
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Daniel Atchinson
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Peter Amling, CFP®
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Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Rina Pineda, CPA, MST
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HR & Talent Manager
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