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Spencer Mittin

Client Service Associate
Education and Credentials

Spencer was born and raised in Los Angeles, California, graduating from UCLA with a degree in Communication Studies. After college, Spencer spent three years working in sales with the Los Angeles Rams, where he developed a passion for building strong relationships with clients and understanding their needs. This experience set the foundation for his current role at SteelPeak Wealth, where Spencer is excited to contribute to the team’s success and growth.

In his spare time, Spencer enjoys spending time at the beach, playing basketball, and making lasting memories with friends and family. He is also deeply involved with the Juvenile Diabetes Research Foundation, dedicating time to supporting the cause and raising awareness.

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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
Spencer
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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Maddie Zakarian
Administrative Specialist
Sam Sosa, J.D.
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Mark Koellner, CFP®, CRPC®
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Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Katherine Neto, AWMA®
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Bardia Maghami
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Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Nina Weiss
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Tony Walsh
Chief Operating Officer
Tyler Resh
Chief Growth Officer
Stephanie Valderrama
Administrative Assistant
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Teddy Weber, CPA
Tax Associate
Lisa Tashtchian
Business Development Coordinator
Summer Larzelere
Senior Tax Consultant
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Rich Winer
Vice President, Wealth Advisor
Jordan Thatcher
Senior Tax Consultant
Nick Sailer
Investment Analyst
Robert Venezia
Sr. Vice President, Wealth Advisor
Michelle Nanoff
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Eric Hua
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Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Kingsley Choi
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James Cordle
Senior Trader
Roger Lopez
Wealth Advisor
Alexis Prigo
Executive Assistant
Airene Williamson
Chief Legal Officer
Mike Janis
Sr. Vice President, Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Joshua Fein
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Steven Dymant
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Joseph Brandolino
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Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Derek Ruan
Associate Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Justin Iskander, CPA
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Joseph Auday, CFP®, CRPC®
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Nicolo Gori
Client Service Associate
Andrew H. Jacobson
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Mike Shotton
Sr. Vice President, Wealth Advisor
Lexi Shaheri
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Cole Murphy
Business Development Associate
Kim Zajic
Chief Administration Officer
Morten Roness, MBA
Vice President, Wealth Advisor
Daisy Stinson
Client Service Associate
Flavia Nunes
Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Cecilia Escobar
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Pete Alliegro, CFA
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Lioness Ebbay, Esq.
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Samantha Orellana
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Josh Lev
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