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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.

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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

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