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

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