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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

Steven Dymant
Director of Alternative Solutions
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Kim Zajic
Chief Administration Officer
Richard Stucki
Senior Tax Reviewer
Charlotte Perkinson
HR & Talent Manager
Maddie Zakarian
Administrative Specialist
Rich Winer
Vice President, Wealth Advisor
Stacy Borek, CFP®
Senior Tax Associate
Brandon McAuslen
Portfolio Manager
Wayne T. Slappy
Wealth Advisor
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Alternative Investment Associate
Rachel Otto
Staff Accountant
Michelle Nanoff
Senior Client Service Associate
Nina Weiss
Client Service Associate
Benjamin Kanter
Client Service Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Robert Venezia
Sr. Vice President, Wealth Advisor
Nicolo Gori
Client Service Associate
Leonard Green
Compliance Manager
Dylan Drake
Marketing Associate
Samantha Orellana
Client Service Associate
Anthony Kim
Portfolio Manager
Luke Everhart
Business Development Associate
Bardia Maghami
Fund Operations Associate
James Cordle
Senior Trader
Pete Alliegro, CFA
Director of Business Development
Peter Amling, CFP®
Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Morten Roness, MBA
Vice President, Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
JP Tran
Client Service Associate
Joe Mezzetta, CPA
Senior Tax Associate
Andy Rosas
Operations Manager
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Raesa Martin
Client Service Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Joe Fusaro
Director of Operations
Jordan Thatcher
Senior Tax Consultant
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Airene Williamson
Chief Legal Officer
Michael Rashtian
Vice President, Wealth Advisor
Steve Racius
Associate Wealth Advisor
Sam Sosa, J.D.
Senior Vice President, Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Justin Iskander, CPA
Wealth Advisor
Joshua Fein
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Annie Heller
Client Service Associate
Alejandra Guzman
Paralegal – Compliance Associate
Flavia Nunes
Wealth Advisor
Lexi Shaheri
Client Service Associate
Tony Walsh
Chief Operating Officer
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Aimie Lalas
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Shelby Brennan, CPA, CFP®
Senior Tax Consultant & Family Office Manager
Christine Mueller Coley, CFP®, CDFA®
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Katherine Neto, AWMA®
Client Service Associate
Wyatt Gibson
Junior Tax Associate
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Alexandra Miller
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Director of Advisory Services
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Kingsley Choi
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Stephanie Valderrama
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Lioness Ebbay, Esq.
Director of Estate Consulting
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Operations Manager
Steven K. Ridgeway, CPA
Tax Services Lead
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Drew Clanton
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