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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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Career Highlights
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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

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