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

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