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Michael Nader, EA

Tax Associate
Education and Credentials
California State University, Northridge
B.S. in Accounting
Enrolled Agent

Michael Nader is an accomplished Enrolled Agent with seven years of expertise in tax compliance and resolution, serving high net worth individuals and families. As a Tax Associate at SteelPeak, Michael specializes in navigating complex tax challenges, delivering strategic solutions that ensure compliance while optimizing financial outcomes. His proficiency in tax resolution is exemplified by successfully negotiating a $420,000 North Carolina state tax balance down to $18,000, saving his client significant resources.

Michael holds a bachelor’s degree in accounting from California State University, Northridge, and is enrolled to practice before the Internal Revenue Service as an Enrolled Agent (EA). Known for his analytical precision and client-focused approach, he is dedicated to simplifying intricate tax matters and supporting clients’ long-term wealth goals. In his free time, Michael enjoys exploring nature and seeking out new destinations, embracing the novelty and tranquility of the outdoors.

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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
Michael
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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Stacy Borek, CFP®
Senior Tax Associate
Cecilia Escobar
Senior Client Service Associate
Andrew H. Jacobson
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Operations Manager
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Bardia Maghami
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Client Service Associate
Wayne T. Slappy
Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor
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Administrative Specialist
Drew Clanton
Operations Associate
Brendan Finneran
Senior Portfolio Manager
Annie Heller
Client Service Associate
Nicolo Gori
Client Service Associate
Joshua Fein
Controller
Derek Ruan
Associate Wealth Advisor
Teddy Weber, CPA
Tax Associate
Joe Fusaro
Director of Operations
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Raesa Martin
Client Service Associate
Dylan Drake
Marketing Associate
Jordan Thatcher
Senior Tax Consultant
Leonard Green
Compliance Manager
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
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Sr. Vice President, Wealth Advisor
Steven Dymant
Director of Alternative Solutions
Stephanie Valderrama
Administrative Assistant
Lucas McDonnell
Client Service Associate
Katherine Neto, AWMA®
Client Service Associate
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
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Kingsley Choi
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Andy Rosas
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Alexandra Miller
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Pete Alliegro, CFA
Director of Business Development
Joseph Brandolino
Associate Wealth Advisor
Melanie Dos Reis, EMBA, CISA, CICA
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Christine Mueller Coley, CFP®, CDFA®
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Justin Iskander, CPA
Wealth Advisor
Peter Amling, CFP®
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Airene Williamson
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Michelle Nanoff
Senior Client Service Associate
Kim Zajic
Chief Administration Officer
JP Tran
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Lioness Ebbay, Esq.
Director of Estate Consulting
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Steve Racius
Associate Wealth Advisor
Anthony Kim
Portfolio Manager
Josh Lev
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Brandon McAuslen
Portfolio Manager
Lisa Tashtchian
Senior Client Service Associate
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Wealth Advisor
Ryan Saidi, AIF®
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Tony Walsh
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Staff Accountant
Luke Everhart
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Founding Partner, CEO
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Sam Sosa, J.D.
Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Samantha Orellana
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Nina Weiss
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Rina Pineda, CPA, MST
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