Buildings

JP Tran

Client Service Associate
Education and Credentials
UC Santa Barbara
B.A. in Communication
Book a Complimentary Consultation

JP Tran is a Client Service Associate at SteelPeak Wealth, based out of the Woodland Hills office. Originally from Orange County, California, he graduated from UC Santa Barbara with a B.A. in Communication.     

Before joining SteelPeak, JP completed Enterprise Mobility’s Management Trainee Program, gaining experience in sales, leadership, customer service, and operations. He is dedicated to delivering exceptional client support while continuing to expand his knowledge in the financial industry.

In his free time, JP enjoys playing soccer, djing, producing music, and spending quality time with friends and family.

‍

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

Career Highlights
No items found.
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
JP
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
Back to Meet Our Team

Other Team Members

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