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Ceasar Garvida, CFP®, CIMA®

Wealth Advisor
Education and Credentials
University of California, Los Angeles
CFP®, CIMA®
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For over twenty years, Ceasar has worked with clients and their families to achieve, preserve, and protect their financial goals and objectives through comprehensive financial planning.

As a Certified Financial Planner CFP®, and Certified Investment Management Analyst CIMA®, Ceasar combines the technical knowledge of planning and investments to educate and direct SteelPeak’s clients to financial excellence.

He is actively involved with the community through the UCLA’s Alumni Association, Financial Planning Association, and Investments & Wealth Institute. In 2008, he married the love of his life, Juliet. Living in Burbank, they enjoy traveling, tennis and golf. However, their true passion resides in spending time with their young daughter, Camryn.

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Ceasar
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Shelby Brennan, CPA, CFP®
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Stacy Borek, CFP®
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Morten Roness, MBA
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Aimie Lalas
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Tony Walsh
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Steve Racius
Associate Wealth Advisor
Charlotte Perkinson
HR & Talent Manager
Steven Dymant
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Flavia Nunes
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Dylan Drake
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Rina Pineda, CPA, MST
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Luke Anderson, SE-AWMA®
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Zack Farooquee, AAMS®, AIF®
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Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
JP Tran
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Michelle Nanoff
Sr. Client Service Associate
Robert Venezia
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Raesa Martin
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Alejandra Guzman
Paralegal – Compliance Associate
Peter Amling, CFP®
Vice President, Wealth Advisor
Nicolo Gori
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Myles Bozinovski
Business Development Manager
Mark Koellner, CFP®, CRPC®
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Tyler Resh
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Cecilia Umbel
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Michael Nader, EA
Tax Associate
Jennifer Prendergast
Tax Operations Lead
Airene Williamson
Chief Legal & Compliance Officer
Bardia Maghami
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Nina Weiss
Client Service Associate
Annie Heller
Associate Wealth Advisor & Investment Analyst
Andrew H. Jacobson
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Luke Everhart
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Leonard Green
Compliance Manager
Ryan Saidi, AIF®
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Alexandra Miller
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Roger Lopez
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Mike Janis
Sr. Vice President, Wealth Advisor
Brandon McAuslen
Portfolio Manager
Mike Shotton
Sr. Vice President, Wealth Advisor
Lexi Shaheri
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Wayne T. Slappy
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Christine Mueller Coley, CFP®, CDFA®
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Founding Partner, CFO
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Richard Stucki
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Lisa Tashtchian
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Joe Mezzetta, CPA
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Stephanie Valderrama
Administrative Assistant
James Cordle
Senior Trader
Andy Rosas
Operations Manager
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Andrea Chandos
Senior Tax Administrator
Samantha Orellana
Client Service Associate
Daniel Atchinson
Junior Tax Associate
Drew Clanton
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Katherine Neto, AWMA®
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Brendan Finneran
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Teddy Weber, CPA
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