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Raesa Martin

Client Service Associate
Education and Credentials
Pepperdine University
B.S. in Business Administration with an emphasis in Finance

Raesa Martin joined SteelPeak Wealth as a Client Service Associate after earning her B.S. in Business Administration with an emphasis in Finance from Pepperdine University in May 2025. While completing her degree, she gained hands-on experience at a boutique tax and accounting firm, where she supported diverse accounting, tax, and operational functions.

Raesa has a strong interest in roles that combine relationship management with precision and organization. Known for her attention to detail, professionalism, and approachable energy, she is dedicated to creating a seamless and supportive experience for both clients and advisors.

Outside of work, Raesa enjoys running, pilates, reading, and spending time with dogs.

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

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Steven K. Ridgeway, CPA
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Annie Heller
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Myles Bozinovski
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Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
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Wealth Advisor
Nina Weiss
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Stephanie Valderrama
Administrative Assistant
Kingsley Choi
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Founding Partner, CFO
Richard Stucki
Senior Tax Reviewer
Robert Venezia
Sr. Vice President, Wealth Advisor
Anthony Kim
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Wayne T. Slappy
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Leonard Green
Compliance Manager
Dylan Drake
Marketing Associate
Brandon McAuslen
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Wyatt Gibson
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Nicolo Gori
Client Service Associate
Tyler Resh
Chief Growth Officer
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Administrative Specialist
Rina Pineda, CPA, MST
Director of Tax Consulting
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Samantha Orellana
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Pete Alliegro, CFA
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HR & Talent Manager
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Alexandra Miller
Full Charge Bookkeeper
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Kim Zajic
Chief Administration Officer
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
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Lexi Shaheri
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JP Tran
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