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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.

Other Team Members

Lexi Shaheri
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Jordan Thatcher
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Rachel Otto
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Ceasar Garvida, CFP®, CIMA®
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Stephanie Valderrama
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Bardia Maghami
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Stacy Borek, CFP®
Senior Tax Associate
Brendan Finneran
Senior Portfolio Manager
Steven Dymant
Director of Alternative Solutions
Charlotte Perkinson
HR & Talent Manager
Tony Walsh
Chief Operating Officer
Roger Lopez
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Michael Nader, EA
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Nicolo Gori
Client Service Associate
Nina Weiss
Client Service Associate
Jennifer Prendergast
Tax Operations Lead
Maddie Zakarian
Administrative Specialist
Kingsley Choi
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Leonard Green
Compliance Manager
Cecilia Escobar
Senior Client Service Associate
Mike Janis
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Alexandra Miller
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Justin Iskander, CPA
Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Josh Lev
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Flavia Nunes
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Airene Williamson
Chief Legal Officer
Drew Clanton
Operations Associate
Steven K. Ridgeway, CPA
Tax Services Lead
Katherine Neto, AWMA®
Client Service Associate
Dylan Drake
Marketing Associate
Kim Zajic
Chief Administration Officer
Brandon McAuslen
Portfolio Manager
James Cordle
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Tyler Resh
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Teddy Weber, CPA
Tax Associate
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Andrew H. Jacobson
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Robert Venezia
Sr. Vice President, Wealth Advisor
Ryan Santiago
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Peter Amling, CFP®
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Wayne T. Slappy
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Luke Everhart
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Joseph Brandolino
Associate Wealth Advisor
Sam Sosa, J.D.
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Andrea Chandos
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Rina Pineda, CPA, MST
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Joshua Fein
Controller
JP Tran
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Aimie Lalas
Tax Administrator
Annie Heller
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Lucas McDonnell
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Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Pete Alliegro, CFA
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Michael Rashtian
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Joe Mezzetta, CPA
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