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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.

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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
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

Jack Martin
Associate Wealth Advisor
Ashley Payrits
Alternative Investments Analyst
Daniel Atchinson
Junior Tax Associate
Derek Ruan
Wealth Advisor
Natalie Arias
Office Manager & Administrative Assistant
Jackie Stafford
Sr. Client Service Associate
Andrew Moss
Wealth Advisor
Joe Fusaro
Director of Operations
Jason Hart
Director of Operations
Andy Rosas
AI Strategy & Operations Manager
Tony Walsh
Chief Operating Officer
Lesny Espinoza, EA
Tax Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Tyler Resh
Chief Growth Officer
Mary Berg, CPA/PFS
Technical Reviewer
Curtis Cooper
Associate Wealth Advisor
Michael Gansfuss
Market Director, Alpha Summit
Rachel Otto
Staff Accountant
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Flavia Nunes
Sr. Vice President, Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Roger Lopez
Wealth Advisor
Myles Bozinovski
Sr. Market Director
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Jess Boone
Director of Client Development, SteelPeak Sports
Joe Mezzetta, CPA
Tax Preparation Manager
Bradley Triana
Tax Consultant
Patrick Oliver, MST, EA
Senior Tax Consultant
Kim Zajic
Chief Administrative Officer
Dalia Dardoon
Associate Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Peter Amling, CFP®
Vice President, Wealth Advisor
Enrique Vargas
Market Director
Kingsley Choi
Wealth Advisor
Michael Nader, EA
Tax Associate
Joshua Fein
Controller
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Anthony Kim
Portfolio Manager
Robert Venezia
Sr. Vice President, Wealth Advisor
Jennifer Prendergast
Tax Operations Lead
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Lisa Tashtchian
Sr. Client Service Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Jordan Peterson, CPFA®
Wealth Advisor
Annie Heller
Associate Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Cecilia Umbel
Client Service Manager
Rina Pineda, CPA, MST
Director of Tax Consulting
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Laila Bahman
Associate
Brandon McAuslen
Portfolio Manager
Lioness Ebbay, Esq.
Director of Estate Consulting
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Ryan Santiago
Operations Manager
Joseph Brandolino
Associate Wealth Advisor
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Josh Lev
Vice President, Investment Research
Jonathan Sheen
Junior Portfolio Manager
Rich Winer
Vice President, Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Stephen Fringer
Systems & Reporting Manager
Charlotte Perkinson
HR & Talent Manager
Teddy Weber, CPA
Tax Associate
James Cordle
Senior Trader
Brendan Finneran
Senior Portfolio Manager
Kiras Persky
Deputy General Counsel
Dylan Drake
Marketing Associate
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Bardia Maghami
Vice President, Fund Operations
Katherine Neto, AWMA®
Client Service Associate
Leonard Green
Compliance Manager
Luke Everhart
Business Development Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Noah Barrionuevo
Associate
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Andrea Chandos
Sr. Tax Administrator
Harley Guzman
Office Manager & Junior Paralegal
Aimie Lalas
Tax Administrator
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO