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