Buildings

Lisa Tashtchian

Senior Client Service Associate
Education and Credentials

Lisa grew up in Los Angeles, CA and graduated with a Bachelor’s Degree in Business Administration from the Cal State University, Northridge. Prior to SteelPeak, Lisa was a branch manager for Chase Bank, and has been in the financial industry for over 23 years. Throughout her career she has had the innate ability to assess clients needs and build long lasting relationships.

In her spare time, Lisa loves to travel and learn about different cultures. She enjoys spending quality time with her friends and family, attend art exhibits, live concerts and hockey games.

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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
Lisa
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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Cecilia Escobar
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Luke Anderson, SE-AWMA®
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Lioness Ebbay, Esq.
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Brandon McAuslen
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Lexi Shaheri
Client Service Associate
Flavia Nunes
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Nicolo Gori
Client Service Associate
Airene Williamson
Chief Legal Officer
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
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Joe Fusaro
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Andy Rosas
Operations Manager
Benjamin Kanter
Client Service Associate
Joseph Brandolino
Associate Wealth Advisor
Maddie Zakarian
Administrative Specialist
Robert Venezia
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Andrew H. Jacobson
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Mike Shotton
Sr. Vice President, Wealth Advisor
JP Tran
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Joshua Fein
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Sr. Vice President, Wealth Advisor
Wyatt Gibson
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Nina Weiss
Client Service Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Mark Koellner, CFP®, CRPC®
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Andrea Chandos
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Christine Mueller Coley, CFP®, CDFA®
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Ceasar Garvida, CFP®, CIMA®
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Aimie Lalas
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Alexandra Miller
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Stacy Borek, CFP®
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Joe Mezzetta, CPA
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Katherine Neto, AWMA®
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Samantha Orellana
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Michael Nader, EA
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