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

Bardia Maghami
Vice President, Fund Operations
Stephen Fringer
Systems & Reporting Manager
Tony Walsh
Chief Operating Officer
Michael Gansfuss
Business Development Manager, Alpha Summit
Kiras Persky
Deputy General Counsel
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Harley Guzman
Office Manager & Junior Paralegal
Mary Berg, CPA/PFS
Technical Reviewer
Jennifer Prendergast
Tax Operations Lead
Myles Bozinovski
Business Development Manager
Brandon McAuslen
Portfolio Manager
Jonathan Sheen
Junior Portfolio Manager
Morten Roness, MBA
Vice President, Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Andy Rosas
AI Strategy & Operations Manager
Robert Venezia
Sr. Vice President, Wealth Advisor
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Enrique Vargas
Business Development
Wyatt Gibson
Junior Tax Associate
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Dalia Dardoon
Associate Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Rich Winer
Vice President, Wealth Advisor
Ryan Santiago
Operations Manager
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Kim Zajic
Chief Administrative Officer
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Jess Boone
Director of Client Development, SteelPeak Sports
Dylan Drake
Marketing Associate
Noah Barrionuevo
Associate
Aimie Lalas
Tax Administrator
Patrick Oliver, MST, EA
Senior Tax Consultant
Michael Nader, EA
Tax Associate
Katherine Neto, AWMA®
Client Service Associate
Anthony Kim
Portfolio Manager
Andrew Moss
Wealth Advisor
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Natalie Arias
Office Manager & Administrative Assistant
Jack Martin
Associate Wealth Advisor
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Michelle Nanoff
Sr. Client Service Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Wayne T. Slappy
Wealth Advisor
Roger Lopez
Wealth Advisor
Laila Bahman
Associate
Jason Hart
Director of Operations
Jordan Peterson, CPFA®
Wealth Advisor
Joshua Fein
Controller
Airene Williamson
Chief Legal & Compliance Officer
Lisa Tashtchian
Sr. Client Service Associate
Andrea Chandos
Sr. Tax Administrator
Tyler Resh
Chief Growth Officer
Flavia Nunes
Sr. Vice President, Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Leonard Green
Compliance Manager
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Rachel Otto
Staff Accountant
James Cordle
Senior Trader
Lesny Espinoza, EA
Tax Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Mike Janis
Sr. Vice President, Wealth Advisor
Joe Fusaro
Director of Operations
Cecilia Umbel
Client Service Manager
Bradley Triana
Tax Consultant
Derek Ruan
Wealth Advisor
Ashley Payrits
Alternative Investments Analyst
Annie Heller
Associate Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Josh Lev
Vice President, Investment Research
Daniel Atchinson
Junior Tax Associate
Michael Rashtian
Vice President, Wealth Advisor
Joseph Brandolino
Associate Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Charlotte Perkinson
HR & Talent Manager
Joe Mezzetta, CPA
Tax Preparation Manager
Kingsley Choi
Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Teddy Weber, CPA
Tax Associate
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Peter Amling, CFP®
Vice President, Wealth Advisor
Jackie Stafford
Sr. Client Service Associate
Luke Everhart
Business Development Associate
Curtis Cooper
Associate Wealth Advisor