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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

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