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Wayne T. Slappy

Wealth Advisor
Education and Credentials
University of San Diego
Book a Complimentary Consultation

Wayne worked as a Manager and Vice President for global and local banks for over 12 years and has been in the wealth management industry for over 4 years. Prior to joining SteelPeak Wealth, Wayne was a financial advisor at Waddell & Reed. Wayne graduated from the University of San Diego where he earned his degree in Business Administration with a focus in Finance. He specializes in retirement planning, college savings, and comprehensive financial planning.

He is an active member of the City Club Los Angeles and a moderator for the All Cities Network. His philanthropic endeavors include supporting the Leukemia & Lymphoma Society and providing educational seminars for veterans and underprivileged youth. In his free time, Wayne enjoys playing golf and spending time with his two sons, Wayne Jr. and Bruce.

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Career Highlights
  • Certified Financial Literacy Instructor - taught private class focusing on women and high school age student, repeat instructor for a university in VA.
  • Partnered with several non-profits in CT, NJ & CA to empower students through financial literacy. (More to come in 2-3 months)
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Why did you get into wealth management?
Help people make sense of a complex industry. Help clients map out their personal goals in attainable ways so they feel more secure about their financial future.
What do you enjoy most about the work you do for SteelPeak clients?
The “ah ha” moments when new information really clicks for a client. There’s a light of confidence that glimmers in their eyes that wasn’t there before.
What do you love to do outside of work?
Enjoying time with my 2 sons. Swimming, biking, golfing, active trustee for the Hun School of Princeton
What is your favorite book or quote?
“Be the change you want to see in the world.” Gandhi
Schedule a Meeting with
Wayne
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
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Other Team Members

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