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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

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