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Ceasar Garvida, CFP®, CIMA®

Wealth Advisor
Education and Credentials
University of California, Los Angeles
CFP®, CIMA®
Book a Complimentary Consultation

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

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Ali Zamani AIF®, CFS®, CAS®
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Maddie Zakarian
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Andrea Chandos
Senior Tax Administrator
Anthony Kim
Portfolio Manager
Tyler Resh
Chief Growth Officer
Bardia Maghami
Fund Operations Associate
Mike Shotton
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Andy Rosas
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Rachel Otto
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Brendan Finneran
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Flavia Nunes
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Andrew H. Jacobson
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Teddy Weber, CPA
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Mike Janis
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Lisa Tashtchian
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Steve Racius
Associate Wealth Advisor
Samantha Orellana
Client Service Associate
Justin Iskander, CPA
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Peter Amling, CFP®
Vice President, Wealth Advisor
Annie Heller
Associate Wealth Advisor & Investment Analyst
Josh Lev
Alternative Investment Associate
Aimie Lalas
Tax Administrator
Richard Stucki
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Nina Weiss
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Luke Anderson, SE-AWMA®
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Brandon McAuslen
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Joe Mezzetta, CPA
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Leonard Green
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Michael Rashtian
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Lucas McDonnell
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Drew Clanton
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JP Tran
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Steven K. Ridgeway, CPA
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Jordan Thatcher
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Joe Fusaro
Director of Operations
Robert Venezia
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Kim Zajic
Chief Administration Officer
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Michelle Nanoff
Sr. Client Service Associate
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Airene Williamson
Chief Legal & Compliance Officer
Nicolo Gori
Client Service Associate
Sam Sosa, J.D.
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Katherine Neto, AWMA®
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Alexandra Miller
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Derek Ruan
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Kingsley Choi
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Morten Roness, MBA
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Lexi Shaheri
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Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Wyatt Gibson
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Jennifer Prendergast
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Luke Everhart
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Daniel Atchinson
Junior Tax Associate
Charlotte Perkinson
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Christine Mueller Coley, CFP®, CDFA®
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Rina Pineda, CPA, MST
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