Buildings

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.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

Career Highlights
No items found.
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.
30-Minute Complimentary
Wealth Consultation
Back to Meet Our Team

Other Team Members

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