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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.

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