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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
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

Mary Berg, CPA/PFS
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Patrick Oliver, MST, EA
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Lisa Tashtchian
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Jordan Thatcher
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Harley Guzman
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Adam Greenwald
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Curtis Cooper
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Tyler Resh
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Bradley Triana
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Morten Roness, MBA
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Sam Sosa, J.D.
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Jonathan Sheen
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Luke Everhart
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Stacy Borek, CFP®
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Ryan Saidi, AIF®
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Noah Barrionuevo
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Teddy Weber, CPA
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Jack Martin
Associate Wealth Advisor
Mike Janis
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Laila Bahman
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Kiras Persky
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Andrea Chandos
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Jackie Stafford
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Jess Boone
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Katherine Neto, AWMA®
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Mike Shotton
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Brandon McAuslen
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Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Annie Heller
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Andrew H. Jacobson
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Alexandra Miller
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Jason Hart
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Leonard Green
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Luke Anderson, SE-AWMA®
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Stephanie Valderrama
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Rina Pineda, CPA, MST
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Camille Reyes
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Andrew Moss
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Jordan Peterson, CPFA®
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Allison Garcia
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Kingsley Choi
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Natalie Arias
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Joe Mezzetta, CPA
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Justin Iskander, CFP®, CPA, MBA
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Flavia Nunes
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Zack Farooquee, AAMS®, AIF®
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Rachel Otto
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Lesny Espinoza, EA
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Kim Zajic
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Dylan Drake
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Mark Koellner, CFP®, CRPC®
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Michael Gansfuss
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Michelle Nanoff
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Brendan Finneran
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Airene Williamson
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Peter Amling, CFP®
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Michael Nader, EA
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Lioness Ebbay, Esq.
Director of Estate Consulting
Rich Winer
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JP Tran
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Samantha Orellana
Client Service Associate
Jessica Donovan, CFP®, AIF®
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Ryan Santiago
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Joseph Auday, CFP®, CRPC®
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Joseph Brandolino
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Ethan Ashbrook, CFP®
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Josh Lev
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Ali Zamani AIF®, CFS®, CAS®
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Christine Mueller Coley, CFP®, CDFA®
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Tony Walsh
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Steven K. Ridgeway, CPA
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Aimie Lalas
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Wyatt Gibson
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Robert Venezia
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Daniel Atchinson
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