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Teddy Weber, CPA

Tax Associate
Education and Credentials
University of California, Santa Barbara
CPA

With three years of tax experience and two years in audit, Teddy Weber, CPA, offers a well-rounded perspective on financial compliance, tax strategy, and entity structuring. Teddy earned his degree from the University of California, Santa Barbara, and is an active community member, participating in the Santa Barbara Men’s Golf Club and maintaining a strong commitment to health and fitness.

Leveraging his experience in corporate, partnership, and trust taxation, Teddy specializes in solving complex accounting issues and ensuring tax efficiency for businesses across various industries, including real estate, professional services, and retail. His audit experience enhances his ability to identify financial discrepancies and improve compliance, providing clients with comprehensive tax planning and financial reporting services.

Beyond entity taxation, Teddy builds long-term client relationships and provides thoughtful, individualized guidance that reflects each client’s financial goals.

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

Other Team Members

Colin Kapp
Director of Marketing
Nina Weiss
Client Service Associate
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Leonard Green
Compliance Manager
Samantha Orellana
Client Service Associate
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Jordan Thatcher
Senior Tax Consultant
Stephanie Valderrama
Administrative Assistant
Billy Yeh
Director of Insurance Solutions
Lioness Ebbay, Esq.
Director of Estate Consulting
Cole Murphy
Business Development Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
James Cotton
Operations Associate
Katherine Neto, AWMA®
Client Service Associate
Michael Rashtian
Vice President, Wealth Advisor
Michelle Nanoff
Senior Client Service Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Robert Venezia
Sr. Vice President, Wealth Advisor
Alexis Prigo
Executive Assistant
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Eric Hua
Portfolio Manager
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Kingsley Choi
Wealth Advisor/Associate Wealth Advisor
Omeri Davidi
Operations Associate
Victoria Harding
Corporate Development Analyst
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Tony Walsh
Chief Operating Officer
Maddie Zakarian
Administrative Specialist
Lisa Tashtchian
Business Development Coordinator
Pete Alliegro, CFA
Director of Business Development
Sam Sosa
Wealth Advisor
Daisy Stinson
Client Service Associate
Wayne T. Slappy
Wealth Advisor
Justin Iskander, CPA
Investment Analyst
Joseph Brandolino
Client Service Associate
Flavia Nunes
Wealth Advisor
Joshua Fein
Controller
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Roger Lopez
Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Steven Dymant
Director of Alternative Solutions
Spencer Mittin
Client Service Associate
Rich Winer
Vice President, Wealth Advisor
Airene Williamson
Chief Legal Officer
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Nicolo Gori
Client Service Associate
Summer Larzelere
Senior Tax Consultant
Cecilia Escobar
Senior Client Service Associate
Matthew Keller
Vice President, Wealth Advisor
Nick Sailer
Investment Analyst
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Lexi Shaheri
Client Service Associate
Tyler Resh
Chief Growth Officer
James Cordle
Senior Trader
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Bardia Maghami
Fund Operations Associate
Brendan Finneran
Senior Portfolio Manager
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Amalia Uribe
Human Resources Manager
Kim Zajic
Chief Administration Officer