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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

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