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Annie Heller

Associate Wealth Advisor & Investment Analyst
Education and Credentials
University of California, Santa Barbara
B.A. in Economics
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Annie joined SteelPeak Wealth as a Client Service Associate after earning her B.A. in Economics from the University of California, Santa Barbara and currently serves as an Associate Wealth Advisor and Investment Analyst. She directly supports the three founding partners of the firm while also advising her own book of clients. A Thousand Oaks native, she brings prior experience in wealth management and works closely with high-net worth and ultra-high-net-worth clients on portfolio analysis, investment research, and ongoing client support. In addition to wealth advisory, Annie is also a key member of the SteelPeak Estate Consulting team.

Annie has passed the Series 65, Series 66, and Securities Industry Essentials (SIE) exams and holds the Bloomberg Market Concepts certification. She is particularly interested in investments and market research and is known for her attention to detail, analytical mindset, responsiveness, and client-first approach.

Outside of work, Annie enjoys dancing, knitting, reading, going to Pilates classes, and spending time with her three cats.

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Annie
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Other Team Members

Lucas McDonnell
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Nina Weiss
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Ryan Saidi, AIF®
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Zack Farooquee, AAMS®, AIF®
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Rachel Otto
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Michelle Nanoff
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Morten Roness, MBA
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Junior Tax Associate
Robert Venezia
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Lesny Espinoza
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Joshua Fein
Controller
Kingsley Choi
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Steven Dymant
Director of Alternative Solutions
Mike Janis
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Katherine Neto, AWMA®
Client Service Associate
Dylan Drake
Marketing Associate
Aimie Lalas
Tax Administrator
Jordan Thatcher
Senior Tax Consultant
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Alejandra Guzman
Paralegal – Compliance Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
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Junior Tax Associate
Teddy Weber, CPA
Tax Associate
Alexandra Miller
Full Charge Bookkeeper
Anthony Kim
Portfolio Manager
Nicolo Gori
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Joe Fusaro
Director of Operations
Bardia Maghami
Vice President, Fund Operations
Kim Zajic
Chief Administrative Officer
Luke Everhart
Business Development Associate
Steven K. Ridgeway, CPA
Tax Services Lead
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Cecilia Umbel
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Tony Walsh
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Samantha Orellana
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Benjamin Kanter
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Joe Mezzetta, CPA
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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