Buildings

Michelle Nanoff

Sr. Client Service Associate
Education and Credentials

Michelle began her professional career in the financial industry in 2012, specializing in Client Services. Her background includes business administration, client servicing within account operations, and financial planning preparation. Prior to joining SteelPeak Wealth, Michelle worked at JSF Financial for 9 years in various roles ranging from executive assistant, account operations associate, and financial planning associate. She earned her Bachelor of Arts in Psychology from California State University, Fullerton in 2016.

Outside of the office, Michelle enjoys spending time with her family and two dogs. She enjoys new cooking recipes, visiting gardens and nurseries, indoor gardening, and collecting exotic tropical house plants.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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
Michelle
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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