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Steven K. Ridgeway, CPA

Tax Services Lead
Education and Credentials
California State University, Los Angeles
B.S., Business Administration (Accounting)

Steve Ridgeway is a highly respected Certified Public Accountant with fifty-plus years of experience in tax planning, compliance, valuation, and financial advisory work. He is recognized for his deep expertise, thoughtful leadership, and long-standing commitment to client service.

Steve began his career with the Internal Revenue Service in Santa Barbara, where he served as a Revenue Agent from 1972 to 1979. In this role, he conducted income and payroll tax audits for individuals, corporations, and partnerships, ensuring compliance with the Internal Revenue Code. He also contributed to the training and development of new IRS personnel through classroom instruction and on-the-job training.

From 1979 through February 2025, Steve was the senior partner at Ridgeway & Warner, Certified Public Accountants, a respected local CPA firm in Santa Barbara. In February 2025, Ridgeway & Warner merged with SteelPeak Tax Consulting, LLC, where Steve continues to bring his extensive expertise and client-centered approach to the firm. His work includes supervising staff in estate and income tax planning and compliance, representing clients before taxing authorities during audits and appeals, and assisting clients with comprehensive financial planning. His experience also includes expert witness testimony before Superior Court involving income taxes, divorce matters, business valuations, cash flow analysis, and division of community property.

Hobbies & Personal Interests

Outside of his professional life, Steve enjoys an active lifestyle that includes hiking, motorcycle rides, and walking his dogs.  Steve is looking forward to gradually cutting back on his senior partner responsibilities so he can enjoy more time with family and friends.

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Career Highlights

B.S., Business Administration (Accounting), 1972 – California State University, Los Angeles

Certified Public Accountant, 1978 – California State Board of Accountancy

Lifetime California Junior College Teaching Credential in Accounting, 1980

Certificate of Achievement, Personal Financial Planning, 1991 – American Institute of Certified Public Accountants

Professional Member, National Association of Certified Valuation Analysts, 1996

Certificate of Achievement, Business Valuation, 1997 – American Institute of Certified Public Accountants

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?
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Steven
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Other Team Members

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