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

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