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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

Natalie Arias
Office Manager & Administrative Assistant
Myles Bozinovski
Sr. Market Director
Katherine Neto, AWMA®
Client Service Associate
Annie Heller
Associate Wealth Advisor
Derek Ruan
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Ethan Ashbrook, CFP®
Associate Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Jess Boone
Director of Client Development, SteelPeak Sports
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Lesny Espinoza, EA
Tax Associate
Enrique Vargas
Market Director
Anthony Kim
Portfolio Manager
Josh Lev
Vice President, Investment Research
Michael Gansfuss
Market Director, Alpha Summit
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Bardia Maghami
Vice President, Fund Operations
James Cordle
Senior Trader
Ryan Santiago
Operations Manager
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Noah Barrionuevo
Associate
Harley Guzman
Office Manager & Junior Paralegal
Jordan Peterson, CPFA®
Wealth Advisor
Flavia Nunes
Sr. Vice President, Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Joshua Fein
Controller
Morten Roness, MBA
Vice President, Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Bradley Triana
Tax Consultant
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Laila Bahman
Associate
Jason Hart
Director of Operations
Jennifer Prendergast
Tax Operations Lead
Luke Everhart
Business Development Associate
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Airene Williamson
Chief Legal & Compliance Officer
Lisa Tashtchian
Sr. Client Service Associate
Charlotte Perkinson
HR & Talent Manager
Joe Mezzetta, CPA
Tax Preparation Manager
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Patrick Oliver, MST, EA
Senior Tax Consultant
Jackie Stafford
Sr. Client Service Associate
Andrew Moss
Wealth Advisor
Jack Martin
Associate Wealth Advisor
Brandon McAuslen
Portfolio Manager
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Dalia Dardoon
Associate Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Peter Amling, CFP®
Vice President, Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Leonard Green
Compliance Manager
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Stephen Fringer
Systems & Reporting Manager
Aimie Lalas
Tax Administrator
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Kiras Persky
Deputy General Counsel
Kingsley Choi
Wealth Advisor
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Andy Rosas
AI Strategy & Operations Manager
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Tony Walsh
Chief Operating Officer
Curtis Cooper
Associate Wealth Advisor
Roger Lopez
Wealth Advisor
Kim Zajic
Chief Administrative Officer
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Michael Nader, EA
Tax Associate
Jonathan Sheen
Junior Portfolio Manager
Andrea Chandos
Sr. Tax Administrator
Wyatt Gibson
Junior Tax Associate
Tyler Resh
Chief Growth Officer
Steven K. Ridgeway, CPA
Tax Services Lead
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Joe Fusaro
Director of Operations
Dylan Drake
Marketing Associate
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Sr. Vice President, Wealth Advisor
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Alternative Investments Analyst
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Senior Portfolio Manager
Rich Winer
Vice President, Wealth Advisor
Rachel Otto
Staff Accountant
Michelle Nanoff
Sr. Client Service Associate
Joseph Brandolino
Associate Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Cecilia Umbel
Client Service Manager
Rina Pineda, CPA, MST
Director of Tax Consulting
Mary Berg, CPA/PFS
Technical Reviewer
Daniel Atchinson
Junior Tax Associate