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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

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