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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

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