Buildings

Cecilia Umbel

Client Service Manager
Education and Credentials

Cecilia began her professional career in the Financial Industry over 14 years ago. Prior to coming to Steel Peak, she has held various roles including back-office support, operations assistant, client services, and relationship manager. She earned her Bachelor’s in Business Administration with a emphasis on management in 2017.

In her spare time, you can find Cecilia cheering on her son’s football team, chasing a feral toddler, or enjoying a good book.

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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
Cecilia
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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Joe Mezzetta, CPA
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Annie Heller
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Michael Rashtian
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Josh Lev
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James Cordle
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Joe Fusaro
Director of Operations
Jason Hart
Director of Operations
Robert Venezia
Sr. Vice President, Wealth Advisor
Samantha Orellana
Client Service Associate
Lesny Espinoza, EA
Tax Associate
Daniel Atchinson
Junior Tax Associate
Camille Reyes
Associate
Teddy Weber, CPA
Tax Associate
Patrick Oliver, MST, EA
Senior Tax Consultant
Dalia Dardoon
Associate Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Derek Ruan
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Andrew H. Jacobson
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Shelby Brennan, CPA, CFP®
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Aimie Lalas
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Andy Rosas
AI Strategy & Operations Manager
Jordan Peterson, CPFA®
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Jonathan Sheen
Junior Portfolio Manager
Andrea Chandos
Sr. Tax Administrator
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Anthony Kim
Portfolio Manager
Ryan Santiago
Operations Manager
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Peter Amling, CFP®
Vice President, Wealth Advisor
Bardia Maghami
Vice President, Fund Operations
Luke Everhart
Business Development Associate
Leonard Green
Compliance Manager
Michael Nader, EA
Tax Associate
Wayne T. Slappy
Wealth Advisor
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Kim Zajic
Chief Administrative Officer
Joseph Brandolino
Associate Wealth Advisor
Alexandra Miller
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Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Mary Berg, CPA/PFS
Technical Reviewer
Natalie Arias
Office Manager & Administrative Assistant
Laila Bahman
Associate
Jessica Donovan, CFP®, AIF®
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Mike Janis
Sr. Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Myles Bozinovski
Business Development Manager
Rachel Otto
Staff Accountant
Curtis Cooper
Associate Wealth Advisor
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Noah Barrionuevo
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Morten Roness, MBA
Vice President, Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Lucas McDonnell
Client Service Associate
Stephanie Valderrama
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Jack Martin
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Joshua Fein
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Brandon McAuslen
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Stephen Fringer
Systems & Reporting Manager
Lisa Tashtchian
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Flavia Nunes
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Jackie Stafford
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Airene Williamson
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Lioness Ebbay, Esq.
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Charlotte Perkinson
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Zack Farooquee, AAMS®, AIF®
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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