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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

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