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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

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