Buildings

Ceasar Garvida, CFP®, CIMA®

Wealth Advisor
Education and Credentials
University of California, Los Angeles
CFP®, CIMA®

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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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Ceasar
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Nina Weiss
Client Service Associate
Tyler Resh
Chief Growth Officer
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Teddy Weber, CPA
Tax Associate
Victoria Harding
Corporate Development Analyst
Robert Venezia
Sr. Vice President, Wealth Advisor
Nicolo Gori
Client Service Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Brendan Finneran
Senior Portfolio Manager
Daisy Stinson
Client Service Associate
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Kim Zajic
Chief Administration Officer
Kingsley Choi
Wealth Advisor/Associate Wealth Advisor
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Summer Larzelere
Senior Tax Consultant
Leonard Green
Compliance Manager
Katherine Neto, AWMA®
Client Service Associate
Justin Iskander, CPA
Investment Analyst
Rich Winer
Vice President, Wealth Advisor
Omeri Davidi
Operations Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Bardia Maghami
Fund Operations Associate
Joseph Brandolino
Client Service Associate
Spencer Mittin
Client Service Associate
Amalia Uribe
Human Resources Manager
Michelle Nanoff
Senior Client Service Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Roger Lopez
Wealth Advisor
Alexis Prigo
Executive Assistant
Steven Dymant
Director of Alternative Solutions
Mike Janis
Sr. Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Flavia Nunes
Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Pete Alliegro, CFA
Director of Business Development
Morten Roness, MBA
Vice President, Wealth Advisor
Colin Kapp
Director of Marketing
Airene Williamson
Chief Legal Officer
Mike Shotton
Sr. Vice President, Wealth Advisor
Lexi Shaheri
Client Service Associate
Michael Rashtian
Vice President, Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Matthew Keller
Vice President, Wealth Advisor
Joshua Fein
Controller
Chris Shelburne
Director of Corporate Development
James Cordle
Senior Trader
Stephanie Valderrama
Administrative Assistant
Sam Sosa
Wealth Advisor
Cecilia Escobar
Senior Client Service Associate
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
James Cotton
Operations Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Eric Chamberlain
Vice President, Wealth Advisor
Nick Sailer
Investment Analyst
Lisa Tashtchian
Business Development Coordinator
Billy Yeh
Director of Insurance Solutions
Maddie Zakarian
Administrative Specialist
Jordan Thatcher
Senior Tax Consultant
Wayne T. Slappy
Wealth Advisor
Cole Murphy
Business Development Associate